Advisor profile


My approach

John Lenarz - My approach photo

Build confidence in your financial future

Answer a few questions to see where you stand across key financial areas. Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness, and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow.

John Lenarz - My approach photo

Areas of focus

  • Estate Planning Strategies
  • Investments
  • Business Retirement Plans
  • Insurance
  • Social Security Retirement Benefits
  • Retirement Income Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Science, 1991, Moorhead State University, Moorhead, MN

Interests

I travel much of the Midwest working with individuals, families and business. Clients are a big part of my life and I enjoy working with them! In my free time I enjoy being in the outdoors; hunting and fishing are a big passion of mine. When I'm not hunting or fishing I spend time with my lovely wife of thirty plus years.

Previous experience

  • Edward Jones, 2000-2001
  • Wells Fargo Investments, 2001-2009
  • Wells Fargo Clearing Services, 2009-2019