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Hayley Odelia Lenz

Strive Financial Group, LLC

Carmel, IN

Green Bay, WI

CRD 4599951

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Employer firm

Strive Financial Group, LLC CRD 333298

$247M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Strive Financial Group, Llc

10201 N. Illinois Street Suite 325, Carmel, IN 46290 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-02-05
  • WI RA
    APPROVED
    Since 2026-02-05

Branch Locations

10201 N. Illinois Street Suite 325, Carmel, IN 46290 • United States

Green Bay, WI • 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
Bmo Harris Financial Advisors, Inc. Green Bay WI 08/2012 03/2021
Lpl Financial Llc Green Bay WI 03/2021 01/2026
Strive Financial Group, Llc Green Bay WI 02/2026 Present
Previous Registrations
  • 2021-03-24 → 2026-01-28
    Lpl Financial Llc
    Green Bay, WI
    Green Bay, WI
  • 2016-02-13 → 2021-03-24
    Bmo Harris Financial Advisors, Inc.
    Green Bay, WI
Other Businesses

1) 02/24/2025- Loopie's Liquidation Lounge- Other - personal business- Not INV Related- Home based- 20 Hours Per Month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-13
S63 Uniform Securities Agent State Law Examination 2008-12-02
  • S65 Uniform Investment Adviser Law Examination
    2016-02-13
  • S63 Uniform Securities Agent State Law Examination
    2008-12-02
Other Names
  • Hayley Odelia Arndy
  • Hayley Odelia Arndt

View on SEC IAPD

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