Kevin Lentini, financial advisor Scottsdale AZ

Kevin Lentini

CRD Number: 3086700
Current Firm: Ameriprise Financial Services, LLC

Kevin Lentini (CRD# 3086700) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Scottsdale, AZ and has over 22 years of experience in the finance industry. Kevin Lentini 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
Ameriprise Financial Services, LLC Scottsdale, AZ Mar 2022 - Current 2
Wells Fargo Clearing Services, LLC Scottsdale, AZ Nov 2016 - Mar 2022 5
Wells Fargo Advisors LLC Scottsdale, AZ May 2009 - Nov 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2001
Contact Info for Kevin T. Lentini
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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