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Boyd Don Lennberg

Advanced Investments

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About Boyd Don Lennberg

Boyd Lennberg is a financial advisor with Advanced Investments in Englewood, Colorado. Boyd has been in the financial services industry since 1980 and has a strong track record of helping clients reach their financial goals. Boyd holds the Series 7, Series 63, and SIE licenses, as well as the Certified Financial Planner designation.

Firm Information

Boyd Lennberg is currently registered with Advanced Investments. Advanced Investments is an investment advisory firm registered with the SEC. The firm manages approximately $65,587,900 in assets for 547 clients. Advanced Investments specializes in financial planning, portfolio management for individuals, and selecting other advisors. The firm has a strong track record of working with high-net-worth individuals and individuals other than high-net-worth clients.

$65.59M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Boyd Lennberg’s Registration & Firm History

CO

01/01/2025 - Present

Advanced Investments (ENGLEWOOD CO)

NY

05/22/2012 - 05/28/2015

LEIGH BALDWIN & CO., LLC (CAZENOVIA NY)

CO

08/15/2000 - 03/27/2012

OMNIVEST, INC. (ENGLEWOOD CO)

CT

03/01/1994 - 08/18/2000

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

CO

05/08/1990 - 03/03/1994

OMNIVEST, INC. (DENVER CO)

CO

07/24/1984 - 07/03/1990

WOMEN SECURITIES INTERNATIONAL (LITTLETON CO)

IL

02/20/1986 - 10/31/1988

INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)

NA

09/18/1987 - 02/04/1988

UR FINANCIAL, INC.

NA

01/19/1984 - 07/16/1984

CONSOLIDATED INVESTMENT SERVICES, INC.

NA

06/22/1983 - 12/14/1983

WESTLAKE SECURITIES, INC.

NA

08/11/1980 - 09/16/1983

THE VARIABLE ANNUITY MARKETING COMPANY

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Licenses & Designations

BC

Issued 01/21/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/28/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/1983

Series 7 - General Securities Representative Examination

BC

Issued 08/02/1980

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Boyd Don Lennberg.
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