Lennard
Van Der Feltz

Seros Financial, LLC

CRD#6582503
Investment Advisor
in Tempe, AZ

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About this Advisor

Lennard Van Der Feltz is an investment advisor located in Tempe, Arizona. Currently an investment advisor with Seros Financial, LLC, they have accrued 12 years of professional experience as a registered advisor. Van Der Feltz maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Van Der Feltz is registered to work with clients based out of Arizona. Over the course of their career, Van Der Feltz has held roles at Arizona State University, United Planners Financial Services, Pinnacle Financial Advisors, Dt Acceptance Corp, Seros Financial LLC, All Around Math and Refrac Systems. Seros Financial, LLC is located in Tempe, Arizona. None of the advisor firm's clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital.

Certifications and Registrations

Series 66

Years of Experience

12 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

No

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 12 years of experience.

2018 - Present (2 years)

Seros Financial LLC

2016 - Present (4 years)

United Planners Financial Services

2016 - Present (4 years)

Pinnacle Financial Advisors

2014 - 2015 (1 year)

Dt Acceptance Corp

2013 - 2014 (1 year)

Arizona State University

2010 - 2011 (1 year)

Refrac Systems

2006 - 2014 (8 years)

All Around Math

Disclosures

Lennard Van Der Feltz has no 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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