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Christopher Lenz

2 Years of Experience
Mechanicsburg, PA
BrokerSells Insurance

Christopher Lenz is a registered investment advisor at Wienken Advisors, LTD., based in Mechanicsburg, PA, with 2 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Federal Employees, Financial Planning & Coaching, Retirement Planning.

Compensation
Fixed/Hourly
Firm Size
7 advisors
IM Fee
Planning only

Fee Structure

  • Retirement Application Forms Review Service: Fixed fee of $299 to help Federal Employees complete retirement benefit application forms.
  • Retirement Planning Issues Consultation Service: Fees are either fixed or hourly, ranging from $85 to $250 per hour, for tailored retirement planning advice.
  • Financial Advisory/Coaching Service: Fees are either fixed or hourly, ranging from $85 to $250 per hour, for advice on specific financial issues.
One-Time Plan:$299
Hourly Rate:$85 - $250/hr
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Location

100 Sterling Parkway, Suite 307, Mechanicsburg, PA, 17050

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Christopher owns rental property since 2021, spending minimal time on maintenance and payment collection. He is also an insurance agent since 2023, selling life and health insurance, dedicating a few hours per week. Additionally, Christopher is an Investment Adviser Representative at Wienken Advisors, spending a few hours per week on marketing and seminars.

Employment History
Current Registrations
Wienken Advisors, LTD.
February 2024 - Present · 2 yrs 3 mos
MML Investors Services, LLC
November 2023 - Present · 2 yrs 6 mos
MML Investors Services, LLCBroker
June 2023 - Present · 2 yrs 11 mos
MML Investors Services, LLC
June 2023 - Present · 2 yrs 11 mos
State Registrations12 states
AZCAGAHIMDMINCNJNYPATXVA
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.