Lewis Wentz
Lewis Wentz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hudson, OH, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5790 Hudson Drive, Hudson, OH, 44236
Get directionsHistory
Regulatory History (4)
Criminal
June 2022Customer Dispute
September 2010Customer Dispute
April 2010Customer Dispute
December 2004Other Business Activities
Lewis is the founder of Fear the Roo Collective LLC, owner of Hummer Entertainment LLC, director of Wentz Family Foundation, owner of Wentz Financial Group, and owner of Wentz Real Estate Holdings, dedicating minimal time to each. Wentz Real Estate Holdings is a rental real estate business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Westminster Financial Advisory CORP
Westminster Financial Securities, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Edward JonesBroker
State Registrations48 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.