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Featured Business Financial Advisor in Tempe, AZ
Tempe Financial Advisors
Pinnacle Financial Advisors
2141 East Broadway Road Suite 104
Tempe, AZ 85282
(480) 641-1315
Advisor Profile
Lennard van der Feltz CFP, MSM, MBA
Name:  Lennard van der Feltz CFP, MSM, MBA
Phone Number:  (480) 641-1315
Website:  Visit Website
Disclaimer
Lennard van der Feltz is a Registered Representative offering Securities through UNITED PLANNERS FINANCIAL SERVICES, Member: FINRA, SIPC. Advisory Services offered through SEROS FINANCIAL, LLC. Pinnacle Financial Advisors, Seros Financial, and United Planners are independent companies.

About Pinnacle Financial Advisors

Since 2005, Pinnacle Financial Advisors has helped individuals, families, and businesses understand their financial opportunities and plan for the future. As nimble, strategic partners, our team brings extensive and diverse experience, with each member possessing a unique skillset and background that provides holistic support. We have first-hand experience tackling all sorts of issues from straightforward circumstances to the most complex cases.

At Pinnacle Financial Advisors, we provide more than just financial planning and wealth management. We're friends, colleagues, counselors, and professionals with decades of experience who take the time to get to know you and your unique needs. We value close, long-term relationships, and build them with trust and transparency - the cornerstones of our business. Understanding what matters most to you gives us the knowledge to support you through whatever life has in store.

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Securities offered through United Planners Financial Services, Member FINRA/SIPC. Advisory Services offered through Seros Financial, LLC. Pinnacle Financial Advisors, Seros Financial, and United Planners are independent companies. For information concerning the licensing status or disciplinary history of a broker-dealer or BD agent a consumer should contact his or her state securities law administrator or go to FINRA BrokerCheck www.finra.org.

This information is intended for use only by residents of AZ, CA, KS, MN, OR, TX, and WI. Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may not be provided to individuals residing in any states other than AZ, CA, KS, MN, OR, TX, and WI.
 

General Information

CRD#:    4630091
Name of Broker/Dealer:    United Planners
Name of Custodial Firm:    Multiple
States Licensed in:    AZ, CA, KS, MN, OR, TX, WI
States Willing to do Business in:    Apache Junction,Cashion,Chandler,Fort Mcdowell,Fountain Hills,Gilbert,Glendale,Higley,Laveen,Mesa,Paradise Valley,Peoria,Phoenix,Queen Creek,Sacaton,Scottsdale,Sun City,Tempe,Youngtown
Years of Experience in Financial Services:    30
Number of Years with Current Firm:    14
Work Experience:    Prior to Pinnacle Financial Advisors, Lennard started his
career at Exxon as an international auditor, analyzing
business operations and controls in Paris and Rome. This is
where his inherent need to problem-solve was born.
Although fascinated by peoples' decision-making processes,
his passion in technology was ferociously ignited when the
firm introduced its first personal computer system. It led him
to TEAMS International (Team Evaluation and Management
Systems), the developer of 360-degree job evaluation
processes, where he served as Vice-President of
Technology. He went on to found KnowledgeTrax, a
business development planning and technology consulting
firm.
I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors
Foreign Languages Serviced:    Dutch, French, German, Italian
 

Services

Investment Types:    Mutual Funds, Bonds, Options & Futures, Alternative Investments, Stocks, Exchange Traded Funds (ETFs), Annuities, Insurance, FOREX & Currency, Mortgages & Real Estate, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At my office, At your office, Via phone, Video Conference, Via email
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 66, Series 7
Insurance and Annuity Licenses:    Disability, Health, Life, Long Term Care, Variable Annuity, Variable Life, Annuity
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $500,000
Compensation Methods:    Commissions, Based on Assets, Flat Fee, Hourly
 
 
 
Prepared By: Lennard van der Feltz CFP, MSM, MBA

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