Dustin LentzCRD Number: 5416740
Current Firm: Ameriprise Financial Services, Inc.
Dustin Lentz (CRD# 5416740) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Wichita, KS and has over 10 years of experience in the finance industry.
Capital Wealthcare Advisors, L.c.
Cambridge Investment Research Advisors, Inc.
|Ameriprise Financial Services, Inc.||Wichita, KS||Jan 2011 - Current||7|
|Uvest Financial Serivces Group, Inc.||Charlotte, NC||Sep 2007 - Jan 2011||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2007|
|S66||NASAA Uniform Combined State Law Examination||Apr 2012|
Total Assets Under Management198,081MILLIONS
Total Number of Accounts1,126,912ACCOUNTS
Average Account Value$175,773
- 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
- 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
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