Susan Lenz, financial advisor Brookfield WI
93 score

Susan Lenz

CRD 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 17 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Susan M. Lenz
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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