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 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

Series 66, Certified Financial Planner

Years of Experience

20 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

$94,078,725

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

7

AZ Average: 37
Total Number of Accounts

487

AZ Average: 1,370
Average Account Size

$193,180

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 20 years of experience.

2020 - Present (0 year)

Cornville Place For You LLC

2017 - Present (3 years)

Seros Financial LLC

2017 - Present (3 years)

Seros Financial LLC

2015 - Present (5 years)

United Planners Financial Services

2015 - Present (5 years)

Pinnacle Financial Advisors

2015 - Present (5 years)

Lennard Van Der Feltz Independent Insurance

2005 - Present (15 years)

Pinnacle Achievement Group LLC

2000 - Present (20 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

Joshua Kosar
Tempe, AZ
Jeffrey Wilcock
Tempe, AZ
Susan Talbott
Tempe, AZ
Wilson Kelso
Tempe, AZ

This content was compiled from the SEC and FINRA.

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