Brenda Lee Lenz
AIF®, CFP®Professional Summary
Brenda Lee Lenz, AIF®, CFP®, who also goes by Lenz Bilsing, is a registered financial advisor currently at FIRST AFFIRMATIVE FINANCIAL NETWORK LLC located in Lawrence, Kansas. Brenda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Brenda has worked at 6 firms and has passed the Series 63, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Lenz Bilsing
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
41 years in the financial services industry
Current & Past Employments
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Current Firm
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC | FORMATIVE FINANCIAL | FORMATIVE
Contact Information
Main Address
5475 Mark Dabling Boulevard Suite 320, Colorado Springs, CO 80918Phone Number
(719) 478-7036# of Employees
23SEC notice filing (27 States and Territories)
Registered to provide investment advisory services in 27 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,327AUM (Assets Under Management)
$905,216,708Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC | FORMATIVE FINANCIAL | FORMATIVE
State Registrations and Notice Filings
(1/2/2013)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 1985About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Brenda Lee Lenz's CRS (Customer Relationship Summary).
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