Unclaimed Profile

Vikki Diane Lenhart

HART & PATTERSON FINANCIAL GROUP, LLC·AMHERST, Massachusetts

SIE, Series 7, Series 7TO, Series 24, Series 26, Series 66CFPClean record18 years registeredHART & PATTERSON FINANCIAL GROUP, LLC

19 RESEARCH DRIVE, AMHERST, MA 01002CRD# 4738433Firm CRD# 310639

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Vikki Diane Lenhart · AMHERST, MA

Registration

CRD #4738433 · HART & PATTERSON FINANCIAL GROUP, LLC · 18 years registered

Brand Profile

Not yet started

Career History

BEACON POINTE ADVISORS, LLC

Jul 2025 – present

HART & PATTERSON FINANCIAL GROUP

Jan 2021 – Dec 2025

AMHERST, MA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jan 2013 – Dec 2020

AMHERST, MA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jan 2010 – Dec 2012

AMHERST, MA

LPL FINANCIAL CORPORATION

Jul 2008 – Sep 2008

NORTHAMPTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 26

Series 66

Registration record

First registered · July 7, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HART & PATTERSON FINANCIAL GROUP, LLC

CRD 310639 · SEC 801-119596

AUM

$251M

Regulatory assets under management

Employees

622 client accounts

Services offered by HART & PATTERSON FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HART & PATTERSON FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Vikki Diane Lenhart offer?

Vikki Diane Lenhart specializes in Financial Planning, Investment Management. Contact their office in AMHERST, Massachusetts for a consultation.

What are Vikki Diane Lenhart's credentials?

Vikki Diane Lenhart holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Vikki Diane Lenhart located?

Vikki Diane Lenhart is based in AMHERST, Massachusetts, working with HART & PATTERSON FINANCIAL GROUP, LLC. Their office serves clients in the AMHERST metropolitan area and surrounding communities.

How does Vikki Diane Lenhart charge for services?

Vikki Diane Lenhart's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HART & PATTERSON FINANCIAL GROUP, LLC?

HART & PATTERSON FINANCIAL GROUP, LLC has approximately 4 employees and manages $251M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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