Nathan
Lehnerz
Creativeone Wealth, LLC
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About this Advisor
Nathan Lehnerz is a financial advisor based in Denver, Colorado, working with Creativeone Wealth, LLC. Nathan has previously held positions at Full Time Student, Gunther Toodies, Otero Junior College, Boulder Nissan, University Of Colorado Boulder, Sunlight Window Cleaning, University Of Colorado, Axa Equitable, Massmutual Life Insurance Co, Creativeone Wealth, Bam Advisory Group, and Bam Wealth Management, LLC. Nathan has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Nathan is part of Creativeone Wealth, LLC, which operates out of Denver, Colorado. The firm has 108 offices and 217 employees. Creativeone Wealth, LLC manages assets totaling $4.8 billion and serves both charitable organizations and high-net-worth individuals. The firm offers services such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Creativeone Wealth, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Creativeone Wealth, LLC Brokerage Details
$4,828,907,475
217
29,437
$164,042
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Nathan Lehnerz Work History
Bam Wealth Management, LLC
Creativeone Wealth
Bam Advisory Group
Massmutual Life Insurance Co
Sunlight Window Cleaning
University Of Colorado
Axa Equitable
University Of Colorado Boulder
Axa Equitable
Boulder Nissan
University Of Colorado Boulder
Boulder Nissan
Otero Junior College
Gunther Toodies
Otero Junior College
Full Time Student
Disclosures
Please visit the SEC profile of Nathan Lehnerz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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