Lenet Rivas

BLUE OTTER FINANCIAL PLANNING | Assistant Branch Leader

DECATUR, GA

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CRD#: 7216244

Professional summary

Lenet Rivas, CFP® is a registered financial advisor currently at BLUE OTTER FINANCIAL PLANNING located in Decatur, Georgia.

Lenet is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Lenet has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 10 and Series 9 exams.

Biography

My priority as an advisor is to understand your story and how it weaves into your financial plan, goals, and values. I seek to empower and educate my clients on all matters related to finances as a means of instilling confidence in their futures. I am dedicated to becoming my clients trusted advisor for years to come.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

What is your minimum asset requirement?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lenet Rivas'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®

CFP^®

Certified Financial Planner

Start date: 2020

Education

University of Georgia

Master of Arts - Higher Education

2014

Florida State University

Bachelor of Science (BS) - English Education

2012

Experience

Current

March 13, 2026 - Present

BLUE OTTER FINANCIAL PLANNING

RIA

CRD#: 340974

DECATUR, GA

Past

August 24, 2023 - September 5, 2025

CRESSET ASSET MANAGEMENT, LLC

RIA

CRD#: 288566

Atlanta, GA

Past

August 7, 2020 - July 26, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

DUNWOODY, GA

Past

May 7, 2020 - July 25, 2023

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

DUNWOODY, GA

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

Georgia
(3/13/2026)

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: 7/20/2020

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/5/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/6/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/4/2020

Securities Industry Essentials Examination

Principal/Supervisory Exam

Series 10

Date: 9/12/2022

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 4/28/2022

General Securities Sales Supervisor - Options Module Examination

Current Firm

BLUE OTTER FINANCIAL PLANNING

BLUE OTTER FINANCIAL PLANNING | BLUE OTTER FINANCIAL PLANNING, LLC

CRD#: 340974 / SEC#:

Georgia

Registered Investment Advisory firm - (3/13/2026 Approved)

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Contact information

Main Address

Decatur, GA

Mailing Address

Phone number

(404) 850-1253

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Lenet Rivas

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lenet Rivas's CRS (Customer Relationship Summary).

Certified licenses

Education

University of Georgia

Florida State University

Experience

BLUE OTTER FINANCIAL PLANNING

CRESSET ASSET MANAGEMENT, LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/20/2020

Series 63

Date: 6/5/2020

Series 7TO

Date: 5/6/2020

SIE

Date: 2/4/2020

Series 10

Date: 9/12/2022

Series 9

Date: 4/28/2022

Current Firm

BLUE OTTER FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

BLUE OTTER FINANCIAL PLANNING

TRUST BUT VERIFY

Contact information

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