AL
Amanda J. Lenz
CETERA INVESTMENT ADVISERS LLC
CENTRALIA, WA 98531
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CRD#: 6118854
AL
Professional summary
Amanda Jean Lenz, who also goes by Amanda Jean Tiffany, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Centralia, Washington and CETERA ADVISORS LLC located in Centralia, Washington.
Amanda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Amanda has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Amanda Jean Tiffany
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.) NOTARY; NOTARY PUBLIC; NOTARY SERVICES; START DATE 12/22/2014; 4 HOURS PER MONTH. 2.) LENZ FAMILY TRUST; TRUSTEE; FIDUCIARY POSITION (TRUSTEE, POA, EXECUTOR, ETC.) START DATE 06/01/2017; 4 HOURS PER MONTH. 3.) PROJECT POPPYSEED; TREASURE; NON-PROFIT ORGANIZATION; START DATE 11/30/2021; 4 HOURS PER MONTH. 4.) NAME OF OTHER BUSINESS: NORTHWEST PLANNING & INVESTMENTS, LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 1/2024, POSITION/TITLE/RELATIONSHIP: PARTNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 5.) NAME OF OTHER BUSINESS: CHEHALIS LITTLE LEAGUE; INVESTMENT RELATED: NO; ADDRESS: 1310 NW STATE ST, CHEHALIS, WA 98532; NATURE OF BUSINESS: BOARD; START DATE: 12/2022; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: PREPARE FINANCIAL REPORTS, BUDGETS, STATEMENTS, & SUBMIT TO BOARD MEMBERS; 6) NAME OF OTHER BUSINESS: LENZ WEALTH MANAGEMENT; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 1/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: EXPENSE MANAGEMENT;
CRS (Client Relationship Summary) - RIA
Click below to view Amanda Jean Lenz'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
March 10, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 620 West Main, Centralia, WA 98531RIA
CRD#: 105644
CENTRALIA, WA
Current
September 8, 2022 - Present
CETERA ADVISORS LLC
Office #1: 620 West Main, Centralia, WA 98531BD
CRD#: 10299
Centralia, WA
Past
March 9, 2023 - March 10, 2023
CETERA ADVISORS LLC
RIA
CRD#: 10299
GREENWOOD VILLAGE, IL
Past
February 18, 2013 - September 8, 2022
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
CENTRALIA, WA
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/3/2024)
RR
California(1/3/2024)
RR
Colorado(1/3/2024)
RR
Florida(1/3/2025)
RR
Georgia(10/9/2024)
RR
Hawaii(11/27/2024)
RR
Iowa(9/25/2025)
RR
Kansas(9/11/2025)
RR
Minnesota(1/3/2024)
RR
North Carolina(8/27/2025)
RR
Ohio(9/5/2024)
RR
Oklahoma(7/23/2024)
RR
Oregon(1/3/2024)
RR
Utah(1/3/2024)
RR
Virginia(1/3/2025)
RR
Washington(9/8/2022)
IAR
Washington(3/10/2023)
RR
Wyoming(10/22/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/14/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Centralia, WA 98531TRUST BUT VERIFY
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