Lennard
Van Der Feltz
Seros Financial, LLC
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About this Advisor
Lennard Van Der Feltz is a certified financial planner operating out of Tempe, Arizona with 6 years of relevant experience. Van Der Feltz is an advisor for Seros Financial, LLC. Van Der Feltz has gained experience at Knowledgetrax, LLC, Metlife Securities Inc, United Planners Financial Services, Pinnacle Achievement Group LLC, Pinnacle Financial Advisors, Lennard Van Der Feltz Independent Insurance, Seros Financial LLC and Cornville Place For You LLC. Van Der Feltz has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona and Texas. Seros Financial, LLC is an advisory company operating out of Tempe, AZ. It administers $188 million in assets across its 688 client accounts, making it one of the mid-sized firms in the United States by assets under management. The firm advises one charities and foundations. Of its 688 customer accounts, just 9% belong to high-net-worth individuals who have at least $1 million in assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and publication of newsletters. A financial advisor's fees usually depend on which service is offered. Fees billed by Seros Financial, LLC can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Seros Financial, LLC Brokerage Details
$187,467,128
6
688
$272,481
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Lennard Van Der Feltz Work History
Lennard has been registered as a financial advisor for 6 years.*
Cornville Place For You LLC
Seros Financial LLC
Seros Financial LLC
United Planners Financial Services
Pinnacle Financial Advisors
Lennard Van Der Feltz Independent Insurance
Pinnacle Achievement Group LLC
Knowledgetrax, LLC
Metlife Securities Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lennard Van Der Feltz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Seros Financial, LLC
Tempe, AZ
Tempe, AZ
Tempe, AZ
Tempe, AZ
Gilbert, AZ
Tempe, AZ
Tempe, AZ
Tempe, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
