Brenda Lenz, financial advisor Lawrence KS

Brenda Lenz

CRD Number: 1419342
Current Firm: First Affirmative Financial Network LLC

Brenda Lenz (CRD# 1419342) is an Investment Advisor Representative working at First Affirmative Financial Network LLC in Lawrence, KS and has over 38 years of experience in the finance industry. Brenda Lenz 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
First Affirmative Financial Network Lawrence, KS Dec 2012 - Current 11
Wheatland Tax Services, LLC Lawrence, KS Nov 2002 - Current 21
Zeider's Woodbridge, CO Dec 2012 - Dec 2023 11
Mhn Rancho Cordova, CO Sep 2009 - Dec 2023 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1986
Contact Info for Brenda L. Lenz
Phone Number: 719-478-7036
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    695
    MILLIONS
  • Total Number of Accounts
    2,412
    ACCOUNTS
  • Average Account Value
    $288,217
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, ID, IL, KS, KY, MA, MD, ME, MI, MO, MT, NC, NJ, NM, NY, OH, OR, PA, TX, VA, VT, WA, WI

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