Leann A. Lenander

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CRD#: 1235478

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Leann Adele Lenander, CFP®, who also goes by Leann Henderson, was a registered financial professional .

Leann is a previously registered financial professional and started their career in finance in 1984. Leann had worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Leann Henderson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Lenander Financial Advisory, Inc. (04/2014 - Present); Non-Investment-Related; 8009 34th Avenue South, Ste. 825, Bloomington, MN 55425; Marketing and Consulting, President; Approx. 5 per month during trading hours

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1994

Experience

Past

August 20, 2020 - June 30, 2023

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

RIA

CRD#: 281593

Bloomington, MN

Past

October 2, 2014 - September 9, 2020

LENANDER FINANCIAL ADVISORY, INC.

RIA

CRD#: 170840

BLOOMINGTON, MN

Past

December 17, 2009 - October 6, 2014

PLANNERS FINANCIAL SERVICES, INC.

RIA

CRD#: 6751

EAGAN, MN

Past

August 31, 1994 - September 25, 1996

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

December 15, 1986 - September 19, 1994

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

August 7, 1986 - January 6, 1987

USLIFE EQUITY SALES CORP.

CRD#: 7962

NEW YORK, NY

Past

July 6, 1984 - August 11, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

CRD#: 6320

Past

July 6, 1984 - August 12, 1986

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

KINGSTONE CAPITAL PARTNERS TEXAS, LLC | LENANDER FINANCIAL ADVISORY

CRD#: 281593 / SEC#: 801-119503

RIA

Registered Investment Advisory firm - (9/22/2020 Approved)

Arizona

Registered Investment Advisory firm - (5/1/2019 Terminated)

California

Registered Investment Advisory firm - (10/30/2020 Terminated)

Colorado

Registered Investment Advisory firm - (10/19/2020 Terminated)

Florida

Registered Investment Advisory firm - (9/30/2020 Terminated)

Texas

Registered Investment Advisory firm - (9/30/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/16/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/30/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/16/1985

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/5/1984

Investment Company Products/Variable Contracts Representative Examination

Current Firm

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

KINGSTONE CAPITAL PARTNERS TEXAS, LLC | LENANDER FINANCIAL ADVISORY

CRD#: 281593 / SEC#: 801-119503

RIA

Registered Investment Advisory firm - (9/22/2020 Approved)

Arizona

Registered Investment Advisory firm - (5/1/2019 Terminated)

California

Registered Investment Advisory firm - (10/30/2020 Terminated)

Colorado

Registered Investment Advisory firm - (10/19/2020 Terminated)

Florida

Registered Investment Advisory firm - (9/30/2020 Terminated)

Texas

Registered Investment Advisory firm - (9/30/2020 Terminated)

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Contact information

Main Address

6160 Warren Parkway Suite 100, Frisco, TX 75034

Mailing Address

Phone number

(866) 361-1600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KINGSTONE CAPITAL PARTNERS TEXAS LLC - FORM ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	439
AUM (Assets Under Management)	$ 158,051,622

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Leann A. Lenander

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LENANDER FINANCIAL ADVISORY, INC.

PLANNERS FINANCIAL SERVICES, INC.

FSC SECURITIES CORPORATION

LPL FINANCIAL LLC

USLIFE EQUITY SALES CORP.

AMERICAN EXPRESS FINANCIAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/16/1995

Series 63

Date: 3/30/1984

Series 7

Date: 11/16/1985

Series 6

Date: 7/5/1984

Current Firm

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

TRUST BUT VERIFY

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