Van Der Feltz
Seros Financial, LLC
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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
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 12 years of experience.
Seros Financial LLC
United Planners Financial Services
Pinnacle Financial Advisors
Dt Acceptance Corp
Arizona State University
All Around Math
Lennard Van Der Feltz has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Seros Financial, LLC