Parker W. Lenz

PINECREST ADVISORS

Wauwatosa, WI

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CRD#: 6222874

Professional summary

Parker William Lenz is a registered financial advisor currently at PINECREST ADVISORS located in Wauwatosa, Wisconsin.

Parker is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Parker has worked at 3 firms and has passed the Series 65 and Series 6 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.

Parker is a an employee as a Senior Data Consultant at Snow Fox Data and the position/business is not investment related. The business is primarily engaged in data projects related to analytics development and assessments, AI/ML, and data engineering. He has been employed here since 12/2023 and spends approximately 40 hours per week, Monday-Friday from 8 am - 4pm. His primary duties include determining and reviewing project requirements and working cross-functionally to complete projects on-time and within budget. He also performs work related to analytics and reporting along with data engineering. Business address is: 126 1/2 W Wisconsin Ave., Neenah, WI 54956

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Parker William 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®

None

Experience

Current

April 12, 2024 - Present

PINECREST ADVISORS

RIA

CRD#: 329783

Wauwatosa, WI

Past

December 8, 2015 - July 13, 2017

FOX RIVER CAPITAL

RIA

CRD#: 281313

APPLETON, WI

Past

July 25, 2013 - May 20, 2014

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

MADISON, WI

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
(4/12/2024)

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

State Security Law Exam

IAR

Series 65

Date: 2/17/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 7/25/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PINECREST ADVISORS

PINECREST ADVISORS | PINECREST ADVISORS, LLC

CRD#: 329783 / SEC#:

Montana

Registered Investment Advisory firm - (12/12/2024 Approved)

Wisconsin

Registered Investment Advisory firm - (4/12/2024 Approved)

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Contact information

Main Address

Kalispell, MT

Mailing Address

Phone number

(920) 659-1202

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	13
AUM (Assets Under Management)	$ 3,617,146

Red Flags

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

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Parker W. Lenz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Parker William Lenz's CRS (Customer Relationship Summary).

Certified licenses

Experience

PINECREST ADVISORS

FOX RIVER CAPITAL

TRANSAMERICA FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/17/2024

Series 6

Date: 7/25/2013

Current Firm

PINECREST ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PINECREST ADVISORS

TRUST BUT VERIFY

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