Lennard
Van Der Feltz

Seros Financial, LLC

CRD#4630091
Investment Advisor
in Tempe, AZ

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About this Advisor

Lennard Van Der Feltz is a certified financial planner whose office is in Tempe, Arizona. Currently a registered advisor with Seros Financial, LLC, they have accrued 18 years of professional experience in the financial advisory industry. Van Der Feltz holds a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Van Der Feltz is able to act as an advisor in Arizona. Throughout their career, they have worked at Knowledgetrax, LLC, Metlife Securities Inc, United Planners Financial Services, Pinnacle Achievement Group LLC, Seros Financial LLC, Pinnacle Financial Advisors and Lennard Van Der Feltz Independent Insurance. Seros Financial, LLC is headquartered in Tempe, Arizona. None of the advisor firm's clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in assets.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Disclosures

Yes

Office Location

2141 East Broadway Rd. Suite 220
Tempe, AZ 85282

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Seros Financial, LLC Brokerage Details

Total Assets Under Management

$67,048,249

AZ Average: $1,555,372,352
Total Number of Employees

7

AZ Average: 37
Total Number of Accounts

418

AZ Average: 1,370
Average Account Size

$160,403

AZ Average: $1,135,308

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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 18 years of experience.

2017 - Present (2 years)

Seros Financial LLC

2017 - Present (2 years)

Seros Financial LLC

2015 - Present (4 years)

United Planners Financial Services

2015 - Present (4 years)

Pinnacle Financial Advisors

2015 - Present (4 years)

Lennard Van Der Feltz Independent Insurance

2005 - Present (14 years)

Pinnacle Achievement Group LLC

2000 - Present (19 years)

Knowledgetrax, LLC

2007 - 2015 (8 years)

Metlife Securities Inc

Disclosures

Lennard Van Der Feltz has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Seros Financial, LLC

Susan Talbott
Tempe, AZ

This content was compiled from the SEC and FINRA.

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