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Nicholas Keller Lenssen

Bear Peak Financial, LLC

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About Nicholas Keller Lenssen

Nicholas Lenssen is a financial advisor registered in Colorado with Bear Peak Financial, LLC. Nicholas Lenssen has been active in the industry since 2008, and has experience in financial planning, and portfolio management for individuals. Nicholas Lenssen specializes in working with individuals and has 19 non-discretionary client accounts. Nicholas Lenssen is also the principal of Bear Peak Energy Consulting (dba NKL Energy Consulting), an independent consulting firm focused on disruptive energy technologies.

Firm Information

Nicholas Lenssen is currently registered with Bear Peak Financial, LLC. Bear Peak Financial, LLC is an investment advisor based in Colorado. They provide financial planning and portfolio management services to individuals and select other investment advisors. The firm has approximately $3.75 million in regulatory assets under management, and their client base is primarily comprised of individuals other than high-net-worth clients.

$3.75M

Assets Under Management

Not reported

Total Clients

1

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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percentage of assets

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

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Nicholas Lenssen’s Registration & Firm History

CO

12/01/2017 - Present

Bear Peak Financial, LLC (BOULDER CO)

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Licenses & Designations

IA

Issued 06/17/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Keller Lenssen.
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