Brenda Lee Lenz

CFP

29 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingSocially Responsible InvestingHigh Net Worth

First Affirmative Financial Network LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

2,316 clients

Average Client Portfolio

$413K average

Assets Under Management

$956.1M

Fee Structure

Minimum Investment:$25K

Location

4000 W. 6th St., B, #148, Lawrence, KS, 66049

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Brenda owns rental property for her daughter. This activity is not investment-related.

Employment History

Current Registrations

First Affirmative Financial Network LLC

January 2013 - Present · 13 yrs 1 mo

Previous Registrations

Walnut Street Advisers INC

March 2006 - March 2006 · 0 mos

Walnut Street Securities, INC.

March 2006 - March 2006 · 0 mos

Wheatland Financial Services, LLC

March 2006 - January 2013 · 6 yrs 10 mos

First Affirmative Financial Network LLC

August 1999 - January 2005 · 5 yrs 5 mos

Walnut Street Advisers INC

December 1995 - March 2006 · 10 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.