Lennard Feltz
Lennard Feltz is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Chandler, AZ, with 23 years of industry experience. Lennard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3200 W Ray Road, Suite 101, Chandler, AZ, 85226
Get directionsHistory
Regulatory History (5)
Customer Dispute
May 2021Customer Dispute
May 2021Customer Dispute
December 2014Customer Dispute
April 2010Customer Dispute
November 2007Other Business ActivitiesSells Insurance
Lennard is an insurance agent selling fixed insurance products since 2003, dedicating minimal time. He also owns rental property, is CFO of Pinnacle Achievement Group LLC, a financial services company, and is a financial professional at Wilde Wealth Management Group, another financial services company, taking about 20% of his time for each. Finally, Lennard is CEO of KnowledgeTrax LLC, a business consulting firm, spending minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Seros Financial, LLC
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Metlife Securities INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
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.