Nathan D. Lehnerz

BAM WEALTH MANAGEMENT LLC

LAKEWOOD, CO 80228

Some features on this profile are disabled

CRD#: 7145837

Professional summary

Nathan Daniel Lehnerz, who also goes by Nate Daniel Lehnerz, Nathan Daniel Lehnerz, is a registered financial advisor currently at BAM WEALTH MANAGEMENT LLC located in Lakewood, Colorado.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Nathan has worked at 4 firms and has passed the Series 66, Series 7TO, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nate Daniel Lehnerz | Nathan Daniel Lehnerz

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.

Nathan Daniel Lehnerz is a licensed insurance agent with BAM Advisory Group. Fixed Insurance and Annuity business sold through BAM Advisory Group.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Daniel Lehnerz'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

April 23, 2025 - Present

BAM WEALTH MANAGEMENT LLC

Office #1: 165 South Union Blvd Suite 675, Lakewood, CO 80228

RIA

CRD#: 330237

LAKEWOOD, CO

Past

May 7, 2024 - September 23, 2025

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

Lakewood, CO

Past

July 18, 2022 - April 16, 2024

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

DENVER, CO

Past

July 18, 2022 - April 16, 2024

MML INVESTORS SERVICES, LLC

CRD#: 10409

DENVER, CO

Past

December 9, 2021 - April 11, 2022

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

LAKEWOOD, CO

Past

April 29, 2021 - April 11, 2022

EQUITABLE ADVISORS, LLC

CRD#: 6627

LAKEWOOD, CO

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".

BAM WEALTH MANAGEMENT LLC

BAM ADVISORY GROUP | BAM WEALTH MANAGEMENT, LLC | BAM WEALTH MANAGEMENT LLC

CRD#: 330237 / SEC#: 801-132401

RIA

Registered Investment Advisory firm - (4/11/2025 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

Colorado
(4/23/2025)

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 66

Date: 12/4/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/29/2021

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 4/28/2021

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 2/9/2021

Securities Industry Essentials Examination

Current Firm

BAM WEALTH MANAGEMENT LLC

BAM ADVISORY GROUP | BAM WEALTH MANAGEMENT, LLC | BAM WEALTH MANAGEMENT LLC

CRD#: 330237 / SEC#: 801-132401

RIA

Registered Investment Advisory firm - (4/11/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

165 South Union Blvd Suite 675, Lakewood, CO 80228

Mailing Address

Phone number

(303) 531-5055

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - BAM WEALTH MANAGEMENT LLC (8/1/2025)

Regulatory assets under management

Total Number of Accounts	804
AUM (Assets Under Management)	$ 177,526,003

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.

Similar Advisors

Craig Johlfs

LPL FINANCIAL LLC

IAR

Greenwood Village, CO

Ralph Jones

OPPENHEIMER & CO. INC.

IAR

Denver, CO

Lorie Jones

TANDEM FINANCIAL, LLC

IAR

GREENWOOD VILLAGE, CO

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Nathan D. Lehnerz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Daniel Lehnerz's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVEONE WEALTH, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

BAM WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/4/2021

Series 7TO

Date: 6/29/2021

Series 6TO

Date: 4/28/2021

SIE

Date: 2/9/2021

Current Firm

BAM WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BAM WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Similar Advisors