Lynda Lenz
Lynda Lenz is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Wheatland, WY, with 28 years of industry experience. Lynda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
1309 9th St, Wheatland, WY, 82201-2347
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lynda owns Horton Fuels, LLC, delivering bulk fuels, and dedicates minimal time to it. She also owns Lynda Lenz's Insurance Agency, an insurance agency affiliated with State Farm, where she works about half her time servicing customers and supervising employees. Additionally, Lynda is a partner and president of 9th St. Investors, a membership organization, and owns Dry Laramie Investments, LLC, an investment property, spending minimal time on each.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Registrations2 states
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