Tammie Lenzner, financial advisor Appleton WI
89 score

Tammie Lenzner

CRD Number: 6254048
Current Firm: Bronfman E.l. Rothschild, LP

Tammie Lenzner (CRD# 6254048) is an Investment Advisor Representative working at Bronfman E.l. Rothschild, LP in Appleton, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Baker Tilly Investment Advisors, LP Appleton, WI Nov 2007 - Current 9
Schenck Corporate Financial Solutions Appleton, WI Jul 2001 - Nov 2007 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Tammie E. Lenzner
Phone Number: 888-303-2357
Firm Website: http://www.belr.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    3,789
    MILLIONS
  • Total Number of Accounts
    7,132
    ACCOUNTS
  • Average Account Value
    $531,306
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, DC, FL, GA, IL, MA, MD, MI, MN, NC, NV, NY, OH, PA, SD, TN, TX, VA, WI

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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