Unclaimed Profile

David Werner Lentz

NORTHERN FINANCIAL ADVISORS, INC.·BLOOMFIELD HILLS, Michigan

Clean record20 years registeredNORTHERN FINANCIAL ADVISORS, INC.

74 E. LONG LAKE RD., BLOOMFIELD HILLS, MI 48304CRD# 4394418Firm CRD# 121088

Profile Verification

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

Identity

David Werner Lentz · BLOOMFIELD HILLS, MI

Registration

CRD #4394418 · NORTHERN FINANCIAL ADVISORS, INC. · 20 years registered

Brand Profile

Not yet started

Career History

NORTHERN FINANCIAL ADVISORS, INC

May 2006 – present

Registrations & Exams

Registration record

First registered · May 22, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTHERN FINANCIAL ADVISORS, INC.

CRD 121088 · SEC 801-119217

AUM

$561M

Regulatory assets under management

Employees

2,131 client accounts

Services offered by NORTHERN FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NORTHERN FINANCIAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does David Werner Lentz offer?

David Werner Lentz specializes in Financial Planning, Investment Management. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.

What are David Werner Lentz's credentials?

David Werner Lentz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Werner Lentz located?

David Werner Lentz is based in BLOOMFIELD HILLS, Michigan, working with NORTHERN FINANCIAL ADVISORS, INC.. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.

How does David Werner Lentz charge for services?

David Werner Lentz's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTHERN FINANCIAL ADVISORS, INC.?

NORTHERN FINANCIAL ADVISORS, INC. has approximately 13 employees and manages $561M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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