Sean Lenz, financial advisor Mission Woods KS
89 score

Sean Lenz

CRD Number: 6241501
Current Firm: Wells Fargo Advisors, LLC

Sean Lenz (CRD# 6241501) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Mission Woods, KS and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Kansas City, MO Aug 2013 - Current 3
Freightquote.com Lenexa, KS Mar 2010 - Aug 2013 3
Modern Brands Claycomo, MO Mar 2008 - Mar 2010 2
Worldwide Express Kansas City, MO Mar 2007 - Mar 2008 1
The Horny Toad Entertainment Complex Lake Of The Ozarks, MO May 2003 - Mar 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Sean C. Lenz
Phone Number: 314-875-3000
Registered State(s):
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
89
Clean Record
This advisor has a clean track record with regulators.

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