Best Investors Account Sign in
Inactive

Joel Edward Lenzini

Retirement Planners Of America

Plano, TX

Tempe, AZ

El Segundo, CA

CRD 4802149

Claim This Profile
Employer firm

Retirement Planners Of America CRD 157222

$3.59B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Retirement Planners Of America

2820 Dallas Parkway, Plano, TX 75093 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-08-24
CA RA APPROVED 2016-05-12
  • AZ RA
    APPROVED
    Since 2026-08-24
  • CA RA
    APPROVED
    Since 2016-05-12

Branch Locations

2820 Dallas Parkway, Plano, TX 75093 • United States

2141 East Broadway Road Suite 105, Tempe, AZ 85282 • United States

841 Apollo Street Suite 330, El Segundo, CA 90245 • 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
Mmwkm Advisors, Llc El Segundo CA 05/2016 Present
  • 05/2016 → Present
    Mmwkm Advisors, Llc
    El Segundo, CA
Previous Registrations
  • 2007-06-08 → 2016-05-02
    Td Ameritrade, Inc.
    Long Beach, CA
  • 2007-06-08 → 2016-05-02
    Td Ameritrade Investment Management, Llc
    Long Beach, CA
    Long Beach, CA
  • 2007-03-15 → 2007-05-07
    Edward Jones
    Manhattan Beach, CA
    Frisco, TX
Other Businesses

INDEPENDENT INSURANCE AGENT

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-08
S63 Uniform Securities Agent State Law Examination 2004-07-22
  • S66 Uniform Combined State Law Examination
    2007-03-08
  • S63 Uniform Securities Agent State Law Examination
    2004-07-22

View on SEC IAPD

Nearby Firms

VANGUARD ADVISERS, INC.
TTFCM LLC
BBAE ADVISORS LLC

Nearby Investors

John Wayne Purvis
Guy Rene Mondjii
GREGORY THOMAS HANSEN

Nearby Offices

VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · Plano, TX

More in Plano, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor