Best Investors Account Sign in
Inactive

David Werner Lentz

Northern Financial Advisors, Inc

Bloomfield Hills, MI

CRD 4394418

Claim This Profile
Employer firm

Northern Financial Advisors, Inc CRD 121088

$684M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • TAX PREP

From the firm’s Form ADV. Read the guides:

Current Employers
Northern Financial Advisors, Inc

74 E. Long Lake Rd. Suite 200, Bloomfield Hills, MI 48304 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2010-10-08
TX RA APPROVED 2007-04-19
FL RA APPROVED 2006-05-30
CA RA APPROVED 2006-05-22
  • MI RA
    APPROVED
    Since 2010-10-08
  • TX RA
    APPROVED
    Since 2007-04-19
  • FL RA
    APPROVED
    Since 2006-05-30
  • CA RA
    APPROVED
    Since 2006-05-22

Branch Locations

74 E. Long Lake Rd. Suite 200, Bloomfield Hills, MI 48304 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northern Financial Advisors, Inc. Franklin MI 07/2002 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

ENGLISH CAPITAL MANAGEMENT LLC
SCHWARTZ & CO.
LPL FINANCIAL LLC

Nearby Investors

JANETTE LEIGH SCHAD
ROMAIN HUBERT DUCASSE
Jacob Cole Herman

Nearby Offices

ENGLISH CAPITAL MANAGEMENT LLC · BLOOMFIELD HILLS, MI
SCHWARTZ & CO. · BLOOMFIELD HILLS, MI
GREGORY J. SCHWARTZ & CO., INC. · BLOOMFIELD HILLS, MI

More in Bloomfield Hills, MI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor