TrueAdvisor
TrueAdvisor
WL
CFP
WL
CFP

Wesley Lentz

Kestra Advisory Services, LLC
28 Years of Experience
Kalamazoo, MI
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Wesley Lentz is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Kalamazoo, MI, with 28 years of industry experience. Wesley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6100 Stadium Dr., Kalamazoo, MI, 49009

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2011
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
April 2016 - Present · 10 yrs 6 mos
Kestra Investment Services, LLC
April 2016 - Present · 10 yrs 6 mos
Kestra Investment Services, LLCBroker
April 2016 - Present · 10 yrs 6 mos
Previous Registrations
Transamerica Financial Advisors, INC.
June 2008 - May 2016 · 7 yrs 11 mos
Transamerica Financial Advisors, INCBroker
October 1998 - May 2016 · 17 yrs 7 mos
Eq Financial Consultants, INC.Broker
August 1998 - September 1998 · 1 mo
The Equitable Life Assurance Society of the United StatesBroker
August 1998 - September 1998 · 1 mo
State Registrations26 states
ARAZCACOFLGAIAILINKSMDMIMNNCNDNMNVNYOHOKPASCTNTXVAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Kalamazoo, MI →All financial advisors in Michigan →