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Nicholas K. Lenssen
BEAR PEAK FINANCIAL
Boulder, CO
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CRD#: 6809100
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Professional summary
Nicholas Keller Lenssen is a registered financial advisor currently at BEAR PEAK FINANCIAL, LLC located in Boulder, Colorado.
Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Nicholas 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.
Nicholas Keller Lenssen is the Principal of Bear Peaking Energy Consulting (dba NKL Energy Consulting), from April 2015 to present. The firm was incorporated as an LLC in the State of Colorado in August 2017.
Bear Peak Energy Consulting provides independent consulting service on disruptive energy technologies, particularly distributed energy and renewable energy. Provide independent contracting services on disruptive energy technologies, particularly distributed energy and renewable energy. Strength of services is the ability to provide an interdisciplinary synthesis of markets, technologies, customers, competitors, and policy / regulatory issues. Nicholas Keller Lenssen is the sole employee of Bear Peak Energy Consulting, thus he provides all the services -- from research, writing, presentation, and back-office functions for the business.
Nicholas Keller Lenssen spends 10-30 hours / week on Bear Peak Energy Consulting activities. However, this work level will diminish as Bear Peak Financial, LLC's work increases. His work for Bear Peak Energy Consulting will not prevent him from providing sufficient time to conduct Bear Peak Financial, LLC work.
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Keller Lenssen'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
December 1, 2017 - Present
BEAR PEAK FINANCIAL, LLC
RIA
CRD#: 288876
Boulder, CO
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
Colorado(12/1/2017)
Current Firm
BP
BEAR PEAK FINANCIAL, LLC
BEAR PEAK FINANCIAL, LLC | LENSSEN, NICHOLAS KELLER
CRD#: 288876 / SEC#:
Colorado
Registered Investment Advisory firm - (12/1/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Boulder, CO
Mailing Address
Phone number
(303) 506-3399
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 19 |
| AUM (Assets Under Management) | $ 3,746,065 |
Red Flags
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