Lee (leroy) S. Wenzel

WENZEL ANALYTICS

Eden Prairie, MN

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CRD#: 4453061

Professional summary

Lee (leroy) Sterling Wenzel is a registered financial advisor currently at WENZEL ANALYTICS, INC. located in Eden Prairie, Minnesota.

Lee (leroy) is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Lee (leroy) has worked at 1 firm and has passed the Series 65 exam.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lee (leroy) Sterling Wenzel'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®

None

Experience

Current

March 22, 2018 - Present

WENZEL ANALYTICS, INC.

RIA

CRD#: 115499

Eden Prairie, MN

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

Minnesota
(3/22/2018)

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Exams

State Security Law Exam

IAR

Series 65

Date: 5/2/2001

Uniform Investment Adviser Law Examination

Current Firm

WENZEL ANALYTICS, INC.

FINANCIAL DECISIONS | WENZEL ANALYTICS, INC. | LEROY S WENZEL

CRD#: 115499 / SEC#:

Minnesota

Registered Investment Advisory firm - (1/2/2002 Approved)

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Contact information

Main Address

Eden Prairie, MN

Mailing Address

Phone number

(952) 944-2699

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	71
AUM (Assets Under Management)	$ 13,555,084

Red Flags

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

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Lee (leroy) S. Wenzel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lee (leroy) Sterling Wenzel's CRS (Customer Relationship Summary).

Certified licenses

Experience

WENZEL ANALYTICS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/2/2001

Current Firm

WENZEL ANALYTICS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WENZEL ANALYTICS, INC.

TRUST BUT VERIFY

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