Lenny Joseph Lippert

Current Employers

Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-03-12
KS	RA	APPROVED	2022-10-31

TX RA
APPROVED

Since 2024-03-12
KS RA
APPROVED

Since 2022-10-31

Branch Locations

7400 W 130Th St, Ste 400 [Ow-Rbo], Overland Park, KS 66213 • United States

7400 W 130Th St Ste 400, Overland Park, KS 66213 • United States

5301 W 95Th St, Overland Park, KS 66207 • United States

455 S West St, Wichita, KS 67213 • United States

6321 E Central Ave, Wichita, KS 67208 • 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

Organization	City	State	From	To
Wells Fargo Clearing Services, Llc	Overland Park	KS	07/2022	Present
Wells Fargo Bank, Na	Overland Park	KS	08/2021	Present
Brank Of The West	Mission	KS	06/2019	08/2021
Traders Insurance	Kansas City	MO	01/2018	06/2019
At&T	Olathe	KS	09/2019	11/2019
At&T	Overland Park	KS	12/2018	01/2019
Wells Fargo & Co	Leawood	KS	07/2016	12/2018

07/2022 → Present

Wells Fargo Clearing Services, Llc

Overland Park, KS
08/2021 → Present

Wells Fargo Bank, Na

Overland Park, KS
06/2019 → 08/2021

Brank Of The West

Mission, KS
01/2018 → 06/2019

Traders Insurance

Kansas City, MO
09/2019 → 11/2019

At&T

Olathe, KS
12/2018 → 01/2019

At&T

Overland Park, KS
07/2016 → 12/2018

Wells Fargo & Co

Leawood, KS

Other Businesses

FRIENDS OF RECOVERY ASSOCIATION BOARD OF DIRECTORS; NOT INV. RELATED; OVERLAND PARK, KS; CHAIRMAN/PRESIDENT; START DATE 1/1/2023; 4 HOURS PER MONTH; 0 HOUS DURING BUSINESS; DUTIES: PROVIDE GUIDANCE AND DIRECTION FOR THE ORGANIZATION WHICH INCLUDES GOAL SETTING, MONITORING AND ACCOUNTABILITY OF EXECUTIVE DIRECTOR, REVIEW FINANCIAL CONCERNS AND PLS, BUDGETS FOR ACCURACY AND PARTICPATE IN COMMUNITY ACTIVITIES RELATED TO COMMUNITY RELATIONS. DOMINOS- INDEPENDENT FRANCHISE; NOT INV RELATED;OLATHE,KS; FOOD SERVICE; PIZZA DELIVERY; START DATE: 05/25/2026; 15 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-10-31
S63	Uniform Securities Agent State Law Examination	2022-10-05

S65 Uniform Investment Adviser Law Examination

2022-10-31
S63 Uniform Securities Agent State Law Examination

2022-10-05

Other Names

Lenny Lippert

View on SEC IAPD