Gregg
Lentz
Arkadios Wealth Advisors
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About this Advisor
Gregg Lentz is a chartered financial consultant who works out of Waukesha, Wisconsin who has 5 years of industry experience. Lentz is an advisor for Arkadios Wealth Advisors. Throughout their career, Lentz has worked at Investors Capital Corporation, Triad Advisors, Inc, Arkadios Capital and Arkadios Wealth Advisors. Lentz maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Wisconsin. Arkadios Wealth Advisors is a registered investment business based out of Atlanta, GA. The company has offices in 47 locations and a total of 140 financial advisors. It administers $2 billion in assets under management across its 8,782 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advice to eight charitable organizations. Of its 8,782 client accounts, just 3% are held by high-net-worth investors who have more than $1 million in assets. Arkadios Wealth Advisors provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management depend on the financial services. Fee types charged by Arkadios Wealth Advisors likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arkadios Wealth Advisors Brokerage Details
$1,757,945,482
140
8,782
$200,176
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Gregg Lentz Work History
Gregg has been registered as a financial advisor for 5 years.*
Arkadios Capital
Arkadios Wealth Advisors
Triad Advisors, Inc
Investors Capital Corporation
*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 Gregg Lentz 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 Arkadios Wealth Advisors
Atlanta, GA
Atlanta, GA
Waukesha, WI
Atlanta, GA
Madison Lake, MN
New Berlin, WI
Columbia, SC
Angleton, 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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