ML
Michael L. Lentz
STRATEGIC INVESTMENT ADVISORS
RENO, NV 89502
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CRD#: 2180597
ML
Professional summary
Michael L Lentz is a registered financial advisor currently at STRATEGIC INVESTMENT ADVISORS, INC. located in Reno, Nevada and PALISADE INVESTMENTS, LLC located in Reno, Nevada.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Michael has worked at 2 firms and has passed the Series 63 and Series 65 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michael L Lentz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 12, 1997 - Present
STRATEGIC INVESTMENT ADVISORS, INC.
Office #1: 375 Vassar St., Reno, NV 89502RIA
CRD#: 122215
RENO, NV
Current
December 17, 2025 - Present
PALISADE INVESTMENTS, LLC
Office #1: 375 Vassar Street, Reno, NV 89502RIA
CRD#: 124776
Reno, NV
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".
PI
PALISADE INVESTMENTS, LLC
DESOTA, ROBIN NOEL | PALISADE INVESTMENTS, LLC | PALISADE INVESTMENTS ROCKY MOUNTAIN REGION | PALISADE INVESTMENTS PACIFIC NORTHWEST, LLC | PALISADE INVESTMENTS LAS VEGAS | PALISADE INVESTMENTS
CRD#: 124776 / SEC#: 801-80001
RIA
Registered Investment Advisory firm - (7/14/2014 Approved)California
Registered Investment Advisory firm - (8/13/2014 Terminated)Colorado
Registered Investment Advisory firm - (9/16/2014 Terminated)Minnesota
Registered Investment Advisory firm - (9/13/2010 Terminated)Nevada
Registered Investment Advisory firm - (8/25/2014 Terminated)Washington
Registered Investment Advisory firm - (7/14/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(3/8/2000)
IAR
Nevada(5/12/1997)
IAR
Oregon(8/27/2003)
IAR
Texas(4/20/2023)
Exams
State Security Law Exam
State Security Law Exam
Current Firm
PI
PALISADE INVESTMENTS, LLC
DESOTA, ROBIN NOEL | PALISADE INVESTMENTS, LLC | PALISADE INVESTMENTS ROCKY MOUNTAIN REGION | PALISADE INVESTMENTS PACIFIC NORTHWEST, LLC | PALISADE INVESTMENTS LAS VEGAS | PALISADE INVESTMENTS
CRD#: 124776 / SEC#: 801-80001
RIA
Registered Investment Advisory firm - (7/14/2014 Approved)California
Registered Investment Advisory firm - (8/13/2014 Terminated)Colorado
Registered Investment Advisory firm - (9/16/2014 Terminated)Minnesota
Registered Investment Advisory firm - (9/13/2010 Terminated)Nevada
Registered Investment Advisory firm - (8/25/2014 Terminated)Washington
Registered Investment Advisory firm - (7/14/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
625 Highway 50 Suite 301, Zephyr Cove, NV 89448-3049
Mailing Address
Phone number
(775) 299-4600
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,085 |
| AUM (Assets Under Management) | $ 512,987,448 |
Red Flags
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