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Gregg S Lentz

Arkadios Wealth Advisors

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About Gregg S Lentz

Gregg S Lentz is an active investment advisor representative in the state of Wisconsin, registered with Arkadios Wealth Advisors. Gregg has been in the securities industry since August 1987 and holds Series 6, 7, 26, 63, and 65 licenses. Gregg is a Chartered Financial Consultant and has experience in fixed insurance and annuities. Gregg is also registered as an investment advisor representative in several other states.

Firm Information

Gregg Lentz is currently registered with Arkadios Wealth Advisors. Arkadios Wealth Advisors is an investment advisor based in Atlanta, GA, with approximately 2681123534 in regulatory assets under management. The firm primarily serves high net worth individuals, corporations or other businesses, and individuals other than high net worth. Arkadios Wealth Advisors provides financial planning and portfolio management services. The firm also participates in wrap fee programs.
Arkadios Wealth Advisors

2827 PEACHTREE RD NE, SUITE 510

ATLANTA, GA 30305

$2.68B

Assets Under Management

Not reported

Total Clients

147

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Gregg Lentz’s Registration & Firm History

WI

06/01/2018 - Present

Arkadios Wealth Advisors (Mequon WI)

WI

01/08/2016 - 05/29/2018

TRIAD ADVISORS LLC (Waukesha WI)

WI

01/23/2013 - 02/02/2016

INVESTORS CAPITAL CORP. (WAUKESHA WI)

WI

02/29/2008 - 02/15/2013

QUESTAR CAPITAL CORPORATION (WAUKESHA WI)

WI

08/12/1987 - 03/17/2008

PRUCO SECURITIES, LLC. (WAUWATOSA WI)

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Licenses & Designations

IA

Issued 12/29/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/10/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/1997

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2000

Series 7 - General Securities Representative Examination

BC

Issued 08/10/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Gregg S Lentz. Review regulatory record here.
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