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Lena Michelle Motz

STILLWATER ASSET MANAGEMENT, LLC·STILLWATER, Minnesota
Clean recordSTILLWATER ASSET MANAGEMENT, LLC
106 CHESTNUT STREET E, STILLWATER, MN 55082CRD# 6850967Firm CRD# 288535

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lena Michelle Motz · STILLWATER, MN
Registration
CRD #6850967 · STILLWATER ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lena Michelle Motz is a registered financial advisor based in STILLWATER, Minnesota, affiliated with STILLWATER ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
STILLWATER ASSET MANAGEMENT, LLC
STILLWATER ASSET MANAGEMENT, LLC
AUM
$525M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at STILLWATER ASSET MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: LOAN SERVICING FEES
Regulatory
SEC/IARD CRD# 6850967
Firm CRD# 288535
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lena Michelle Motz offer?
Lena Michelle Motz specializes in Retirement Planning. Contact their office in STILLWATER, Minnesota for a consultation.
What are Lena Michelle Motz's credentials?
Lena Michelle Motz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lena Michelle Motz located?
Lena Michelle Motz is based in STILLWATER, Minnesota, working with STILLWATER ASSET MANAGEMENT, LLC. Their office serves clients in the STILLWATER metropolitan area and surrounding communities.
How does Lena Michelle Motz charge for services?
Lena Michelle Motz's firm is compensated through percentage of aum, performance-based fees, other: loan servicing fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STILLWATER ASSET MANAGEMENT, LLC?
STILLWATER ASSET MANAGEMENT, LLC has approximately 8 employees and manages $525M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STILLWATER ASSET MANAGEMENT, LLC

Nicholas Richard Olson
STILLWATER, MN
Richard Andrew Buckland
STILLWATER, MN

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