Lennard Cuno Van Der Feltz

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2000 → Present
  Knowledgetrax, Llc
  Phoenix, AZ
• 02/2015 → 11/2024
  United Planners Financial Services
  Scottsdale, AZ
• 01/2005 → Present
  Pinnacle Achievement Group Llc
  Tempe, AZ
• 02/2015 → Present
  Pinnacle Financial Advisors
  Tempe, AZ
• 07/2017 → 11/2024
  Seros Financial Llc
  Tempe, AZ
• 08/2017 → 11/2024
  Seros Financial Llc
  Tempe, AZ
• 02/2020 → Present
  Cornville Place For You Llc
  Cornville, AZ
• 11/2024 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 11/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-07-26 → 2024-11-25
  Seros Wealth Partners
  Gilbert, AZ
• 2015-02-13 → 2017-11-20
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
  Sedona, AZ
  Tempe, AZ
  Tempe, AZ
• 2004-04-29 → 2007-12-20
  Thrivent Investment Management Inc.
  Mesa, AZ
  Mesa, AZ

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 02/2003 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: AGENT BRIEF DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE 2. NAME OF OTHER BUSINESS: CORNVILLE PLACE FOR YOU LLC INVESTMENT RELATED: NO ADDRESS: 485 S PAGE SPRINGS RD CORNVILLE, AZ 86325 NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 02/2020 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: PROPERTY OWNER BRIEF DESCRIPTION OF DUTIES: INTERACT WITH PROFESSIONAL PROPERTY MANAGER 3. NAME OF OTHER BUSINESS: PINNACLE ACHIEVEMENT GROUP LLC DBA PINNACLE FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2007 APX NUMBER OF HOURS PER WEEK: 32 APX NUMBER OF HOURS DURING TRADING HOURS: 32 POSITION/TITLE/RELATIONSHIP: CFO BRIEF DESCRIPTION OF DUTIES: PROVIDING FINANCIAL SERVICES TO CLIENTS 4. NAME OF OTHER BUSINESS: WILDE WEALTH MANAGEMENT GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 11/2024 APX NUMBER OF HOURS PER WEEK: 32 APX NUMBER OF HOURS DURING TRADING HOURS: 32 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL BRIEF DESCRIPTION OF DUTIES: PROVIDING FINANCIAL SERVICES TO CLIENTS 5. NAME OF OTHER BUSINESS: KNOWLEDGETRAX LLC INVESTMENT RELATED: NO ADDRESS: 2127 N ALLEN MESA, AZ 85203 NATURE OF BUSINESS: BUSINESS CONSULTING START DATE: 02/2000 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: CEO BRIEF DESCRIPTION OF DUTIES: PROVIDE BUSINESS CONSULTING SERVICES

Exams

• S66 Uniform Combined State Law Examination
  2003-02-19

Designations

• Certified Financial Planner

Other Names

• Lennard Van Der Feltz
• Lennard C Van Der Feltz