Lynn
Berlenbach
Buck Wealth Strategies, LLC
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About this Advisor
Lynn Berlenbach is a financial advisor who works out of Denver, Colorado who has 1 year of industry experience. Berlenbach is an employee of Buck Wealth Strategies, LLC. Their career trajectory has included roles at Ea Buck Financial Services, Oahu Country Club, Kahala Resort, Morton'S Steakhouse and Buck Wealth Strategies, LLC. Berlenbach has a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in Hawaii. Buck Wealth Strategies, LLC is a company that has its headquarters in Denver, CO. The company has offices in seven locations and a total of 67 advisors. It oversees $134 million in assets among its 892 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 892 customer accounts, just 2% are held by high-net-worth investors who have greater than $1 million in assets. The company offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services largely depend on which services are offered. However, fee types billed by Buck Wealth Strategies, LLC most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Buck Wealth Strategies, LLC Brokerage Details
$134,250,617
67
892
$150,505
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Lynn Berlenbach Work History
Lynn has been registered as a financial advisor for 1 years.*
Buck Wealth Strategies, LLC
Ea Buck Financial Services
Oahu Country Club
Kahala Resort
Morton'S Steakhouse
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lynn Berlenbach to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Buck Wealth Strategies, LLC
Honolulu, HI
Denver, CO
Denver, CO
Denver, CO
Honolulu, HI
Kahului, HI
Denver, CO
Kahului, HI
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