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Brenda Lee Lenz

First Affirmative Financial Network LLC

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About Brenda Lee Lenz

Brenda Lenz is a financial advisor affiliated with First Affirmative Financial Network LLC. She has been in the financial industry since 1985. Brenda holds Series 7 and Series 6 registrations and is also a Certified Financial Planner. Brenda is currently registered in Kansas and has prior registrations in California and New York. Brenda is a financial planner and investment advisor with an emphasis on working with individuals, corporations and charitable organizations. Brenda focuses on providing financial planning services, investment management and financial education.

Firm Information

Brenda Lenz is currently registered with First Affirmative Financial Network LLC. First Affirmative Financial Network LLC is an independent, employee-owned financial advisory firm headquartered in Colorado Springs, Colorado. The firm provides financial planning, portfolio management, and investment advisory services to a variety of clients, including individuals, families, foundations, charities, and businesses. The firm has been in business since 1998 and manages over $563 million in assets.
First Affirmative Financial Network LLC

5475 MARK DABLING BOULEVARD

COLORADO SPRINGS, CO 80918

$563.84M

Assets Under Management

10

Total Clients

7

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Brenda Lenz’s Registration & Firm History

KS

01/02/2013 - Present

First Affirmative Financial Network LLC (Lawrence KS)

CA

11/23/1990 - 03/16/2006

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

NY

10/14/1985 - 10/24/1990

MONY SECURITIES CORP. (NEW YORK NY)

NY

10/14/1985 - 10/15/1990

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/10/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/1986

Series 7 - General Securities Representative Examination

BC

Issued 10/11/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brenda Lee Lenz.
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