Wesley Graham Lentz

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2002 → Present
  Independent Insurance Representative
  Kalamazoo, MI
• 04/2016 → Present
  Kestra Investment Services, Llc
  Kalamazoo, MI
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Kalamazoo, MI

Previous Registrations

• 2008-06-25 → 2016-05-07
  Transamerica Financial Advisors, Llc
  St. Petersburg, FL
  St. Petersburg, FL
  Kalamazoo, MI
  Kalamazoo, MI
  Bryan, OH

Other Businesses

Business Name: The Wiser Financial Group Investment Related: Yes Address: 6100 Stadium Drive Kalamazoo MI 49009 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Branch Manager Start Date: 1/1/2007 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: I am the marketing group manager and currently provide oversight in the compliance area when it comes to the registered reps in my branch.Business Name: 6100 Stadium Drive LLC Investment Related: Yes Address: 6100 Stadium Drive Kalamazoo MI 49009 Nature of Business: Real Estate Position, Title or Relationship: member that owns 20% Start Date: 1/1/2007 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: minimal activity, act as resident agent for entity and have annual meeting.Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-08-29

Designations

• Certified Financial Planner

Other Names

• Wesley Graham Lentz
• Wesley Lentz