Joel
Lenzini
Retirement Planners Of America
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About this Advisor
Joel Lenzini is a financial advisor operating out of Plano, Texas with 7 years of industry experience. Lenzini is currently employed by Retirement Planners Of America. Over the course of their career, they have held roles at Amerivest Investment Management, LLC, Mmwkm Advisors, LLC and Td Ameritrae. Lenzini has Series 63 and Series 66 licenses, qualifying them as a securities representative, and can serve investors in California. Retirement Planners Of America is a firm that has its headquarters in Plano, TX. The investment advisory business has offices in 16 locations and a total of 115 people on staff. It administers $3 billion in assets under management among its 18,025 accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 18,025 customer accounts, just 12% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The firm offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management usually are based on the services. However, fee types charged by Retirement Planners Of America typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Retirement Planners Of America Brokerage Details
$3,429,793,211
115
18,025
$190,280
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joel Lenzini Work History
Joel has been registered as a financial advisor for 7 years.*
Mmwkm Advisors, LLC
Amerivest Investment Management, LLC
Td Ameritrae
*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 Joel Lenzini 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 Retirement Planners Of America
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
