Van Der Feltz
Seros Financial, LLC
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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 investment advisor at Seros Financial, LLC, they have gathered 20 years of practice in the financial advisory industry. Van Der Feltz holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Van Der Feltz is able to act as a financial advisor in Arizona. During their career, the advisor has held roles 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. Seros Financial, LLC is based out of Tempe, Arizona, and operates out of two other locations in the United States. As a company, Seros Financial, LLC oversees $94 million in assets across 487 accounts and employs seven staff members. The amount of assets the firm manages places it among the smaller financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 13% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Seros Financial, LLC can provide financial planning services, portfolio management for individuals and small businesses, selection of other advisers and publication of newsletters. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Seros Financial, LLC Brokerage Details
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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 20 years of experience.
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
Metlife Securities Inc
Lennard Van Der Feltz has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Seros Financial, LLC