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HL

Hayley O. Lenz

STRIVE FINANCIAL GROUP
GREEN BAY, WI
Some features on this profile are disabled
CRD#: 4599951
HL

Professional summary

Hayley Odelia Lenz, who also goes by Hayley Odelia Arndt, Hayley Odelia Arndy, is a registered financial advisor currently at STRIVE FINANCIAL GROUP, LLC located in Green Bay, Wisconsin.

Hayley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Hayley has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Hayley Odelia Arndt | Hayley Odelia Arndy

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 Hayley Odelia Lenz's CRS (Customer Relationship Summary).
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

February 5, 2026 - Present

STRIVE FINANCIAL GROUP, LLC

RIA
CRD#: 333298
GREEN BAY, WI
Past

March 24, 2021 - January 28, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
GREEN BAY, WI
Past

March 24, 2021 - January 28, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
GREEN BAY, WI
Past

February 13, 2016 - March 24, 2021

BMO HARRIS FINANCIAL ADVISORS, INC.

RIA
CRD#: 137115
GREEN BAY, WI
Past

August 1, 2012 - March 24, 2021

BMO HARRIS FINANCIAL ADVISORS, INC.

BD
CRD#: 137115
GREEN BAY, WI
Past

October 29, 2008 - August 1, 2012

M&I FINANCIAL ADVISORS, INC

BD
CRD#: 16517
GREEN BAY, WI

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".
SF
STRIVE FINANCIAL GROUP, LLC
FIREFIGHTER FINANCIAL ADVISOR | STRIVE FINANCIAL GROUP, LLC

CRD#: 333298 / SEC#: 801-131400

RIA
Registered Investment Advisory firm - (10/30/2024 Approved)

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
Wisconsin
(2/5/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/13/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/2/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/28/2008
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/24/2019
General Securities Principal Examination

Current Firm

SF
STRIVE FINANCIAL GROUP, LLC
FIREFIGHTER FINANCIAL ADVISOR | STRIVE FINANCIAL GROUP, LLC

CRD#: 333298 / SEC#: 801-131400

RIA
Registered Investment Advisory firm - (10/30/2024 Approved)
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Contact information

Main Address
10201 N. Illinois Street Suite 325, Carmel, IN 46290
Mailing Address
Phone number
(317) 590-0146
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV2A/2B (6/4/2025)

Regulatory assets under management

Total Number of Accounts1,765
AUM (Assets Under Management)$ 188,000,000

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.

Company Information

STRIVE FINANCIAL GROUP, LLC

CRD#: 333298Green Bay, WI

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