Wesley Lentz
Wesley Lentz is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Kalamazoo, MI, with 27 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
Kalamazoo, MI
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Regulatory History (1)
Customer Dispute
March 2011Other Business ActivitiesSells Insurance
Wesley is a branch manager at The Wiser Financial Group, engaging in registered representative activities, insurance, and investment advisory services. He also owns 20% of 6100 Stadium Drive LLC, a real estate entity, and is an Investment Advisor Representative with Kestra Advisory Services, LLC.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
The Equitable Life Assurance Society of the United StatesBroker
Eq Financial Consultants, INC.Broker
State Registrations26 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.