Lenander Financial Advisory, Inc.
Lenander Financial Advisory, Inc. (CRD# 170840) is a financial advisory firm headquartered in Bloomington, MN. They manage $40,652,136 in 308 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management41MILLION
Total Number of Accounts308ACCOUNTS
Average Account Value$131,987
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Leann Lenander (CRD# 1235478) is an Investment Advisor Representative working at Lenander Financial Advisory, Inc. in Bloomington, MN and has over 32 years of experience in the finance industry. Leann Lenander 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.