Van Der Feltz

Seros Financial, LLC

Investment Advisor
in Tempe, AZ

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About this Advisor

Lennard Van Der Feltz is an advisor whose office is in Tempe, Arizona. Currently a registered financial advisor with Seros Financial, LLC, they have gathered 13 years of experience as a registered investment advisor. Van Der Feltz maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Van Der Feltz is able to serve clients in Arizona. Throughout their career, Van Der Feltz has worked at Dt Acceptance Corp, Arizona State University, Seros Financial LLC, Refrac Systems, United Planners Financial Services, Pinnacle Financial Advisors and All Around Math. Seros Financial, LLC is headquartered in Tempe, Arizona. None of the advisory firm's clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets.

Certifications and Registrations

Series 66

Years of Experience

14 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



Office Location

2141 East Broadway Rd. Suite 220
Tempe, AZ 85282

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Seros Financial, LLC Brokerage Details

Total Assets Under Management


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


AZ Average: 37
Total Number of Accounts


AZ Average: 1,370
Average Account Size


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 14 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


Lennard Van Der Feltz has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Seros Financial, LLC

Patrick Nosal
Scottsdale, AZ
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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