Amanda Jean Lenz

Current Employers

Employment History

• 02/2013 → 09/2022
  First Allied Securities, Inc
  San Diego, CA
• 09/2022 → Present
  Cetera Advisors Llc
  St. Cloud, MN
• 03/2023 → Present
  Cetera Investment Advisers Llc
  St. Cloud, MN
• 04/2026 → Present
  Lenz Wealth Management, Llc
  St. Cloud, MN

Other Businesses

1.) NOTARY; NOTARY PUBLIC; NOTARY SERVICES; START DATE 12/22/2014; 4 HOURS PER MONTH. 2.) LENZ FAMILY TRUST; TRUSTEE; FIDUCIARY POSITION (TRUSTEE, POA, EXECUTOR, ETC.) START DATE 06/01/2017; 4 HOURS PER MONTH. 3.) PROJECT POPPYSEED; TREASURE; NON-PROFIT ORGANIZATION; START DATE 11/30/2021; 4 HOURS PER MONTH. 4.) NAME OF OTHER BUSINESS: NORTHWEST PLANNING & INVESTMENTS, LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 1/2024, POSITION/TITLE/RELATIONSHIP: PARTNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 5.) NAME OF OTHER BUSINESS: CHEHALIS LITTLE LEAGUE; INVESTMENT RELATED: NO; ADDRESS: 1310 NW STATE ST, CHEHALIS, WA 98532; NATURE OF BUSINESS: BOARD; START DATE: 12/2022; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: PREPARE FINANCIAL REPORTS, BUDGETS, STATEMENTS, & SUBMIT TO BOARD MEMBERS; 6) NAME OF OTHER BUSINESS: LENZ WEALTH MANAGEMENT, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 4/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: EXPENSE MANAGEMENT; 7) NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: 1805 COOKS HILL RD, CENTRALIA, WA 98531; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 9/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY;

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-12
• S63 Uniform Securities Agent State Law Examination
  2013-05-16

Other Names

• Amanda Jean Tiffany