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 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
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 18 years of experience.
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