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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Berlenbach is a financial advisor registered with Buck Wealth Strategies, LLC. Lynn is a licensed Investment Advisor Representative in Hawaii and is also registered as an Investment Advisor Representative in Colorado. Lynn has been in the financial services industry since 2017. Lynn has worked at several financial institutions including Oahu Country Club, Kahala Resort, and Morton's Steakhouse. Lynn specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals and pension plans. Lynn is committed to providing her clients with personalized financial advice that meets their individual needs.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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HI
12/12/2022 - Present
Buck Wealth Strategies, LLC (HONOLULU HI)
IA
Issued 12/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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