Jeffrey Lenhart, financial advisor Kansas City MO
93 score

Jeffrey Lenhart

CRD Number: 5484916
Current Firm: Bkd Wealth Advisors, LLC

Jeffrey Lenhart (CRD# 5484916) is an Investment Advisor Representative working at Bkd Wealth Advisors, LLC in Kansas City, MO and has over 6 years of experience in the finance industry. Jeffrey Lenhart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bkd Wealth Advisors, LLC Kansas City, MO Dec 2014 - Current 3
Edward Jones Des Peres, MO Feb 2010 - Nov 2014 4
Target Chesterfield, MO Aug 2008 - Feb 2010 1
Education Full Time St.louis, MO Jun 2008 - Aug 2008 < 1
The Plaza Clayton Clayton, MO Jun 2008 - Jun 2008 < 1
Northwestern Mutual Chesterfield, MO Jan 2008 - Jun 2008 < 1
Commerce Bank St.charles, MO Feb 2008 - May 2008 < 1
Target Chesterfield, MO Feb 2007 - Dec 2007 < 1
Oberwies Dairy Ballwin, MO Aug 2006 - Jan 2007 < 1
None Ballwin, MO Feb 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Jeffrey T. Lenhart
Phone Number: 417.866.5822
Firm Website:
Registered State(s):
  • AR
  • IL
  • IN
  • KS
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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

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