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).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    308
    ACCOUNTS
  • Average Account Value
    $131,987
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MN, TX

Financial Advisors at Lenander Financial Advisory, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Leann A. Lenander
CRD#: 1235478
Riverview Office Tower 8009 34th Avenue South, Suite 825, Bloomington, MN 55425
96
Wealthminder
score

Leann Lenander (CRD# 1235478) is an Investment Advisor Representative working at Lenander Financial Advisory, Inc. in Bloomington, MN and has over 33 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.

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