Susan LenzCRD Number: 3047698
Current Firm: Advice And Planning Services
Susan Lenz (CRD# 3047698) is an Investment Advisor Representative working at Advice And Planning Services in Brookfield, WI and has over 18 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Tiaa-cref Individual & Institutional Services, LLC||Brookfield, WI||Jun 2016 - Current||1|
|Tiaa||Brookfield, WI||Jun 2016 - Current||1|
|Robert W. Baird & Company||Oconomowoc, WI||Jan 2016 - May 2016||< 1|
|Pnc Bank||New Berlin, WI||May 2015 - Jan 2016||< 1|
|Pnc Investments||New Berlin, WI||May 2015 - Jan 2016||< 1|
|Raymond James Financial Services, Inc.||Lake Geneva, WI||Jan 2014 - Feb 2015||1|
|Form Wealth, LLC||Lake Geneva, WI||Jan 2014 - Feb 2015||1|
|Raymond James Financial Services Advisors Inc.||Lake Geneva, WI||Jan 2014 - Feb 2015||1|
|Wells Fargo Advisors LLC||Lake Geneva, WI||Mar 2010 - Jan 2014||3|
|B.c. Ziegler And Company||Milwaukee, WI||Sep 2009 - Mar 2010||< 1|
|Wachovia Securities, LLC||Elkhorn, WI||Jan 2008 - Sep 2009||1|
|A.g. Edwards And Sons, Inc.||Milwaukee, WI||Dec 2003 - Jan 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2015|
|S63||Uniform Securities State Law Examination||Oct 1999|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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