Lenny Letcher (CRD# 2306668) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Surprise , AZ and has over 31 years of experience in the finance industry.
CRD# 6344169
Mathis Wealth Management
CRD# 2843482
Independent Financial Group, LLC
CRD# 2405716
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Packerland Brokerage Services | Green Bay, WI | Aug 2022 - Current | 1 |
| Linda Field And Associates | Sun City West, AZ | Aug 2016 - Current | 7 |
| Lenny G. Letcher, Ea, Rfc, LLC | Surprise, AZ | Jun 2008 - Current | 15 |
| Unified Services I. Inc. | Surprise, AZ | Oct 1994 - Current | 29 |
| Avantax Advisory Services | Surprise, AZ | Jan 2016 - Aug 2022 | 6 |
| Avantax Investment Services, Inc. | Surprise, AZ | May 2014 - Aug 2022 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
- AZ
-
Total Assets Under Management854MILLIONS
-
Total Number of Accounts4,831ACCOUNTS
-
Average Account Value$176,825
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, 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, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.