Advisor profile


My approach

Rob Lenz - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Rob Lenz - My approach photo

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Tax Planning Strategies
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • General Securities Representative Examination (Series 7)
  • Securities Industry Essentials Examination (SIE)
  • Investment Company Products/Variable Contracts Representative Exam (Series 6)
  • Uniform Combined State Law Examination (Series 66)
  • Uniform Securities Agent State Law Exam (Series 63)
  • Arizona Life and Health Insurance License
  • Arizona Long Term Care License

Education

  • Business Admin with an emphasis in Business Finance; CA Polytechnic State , San Luis Obispo, CA

Interests

I have a passion to help provide opportunities to the less fortunate. I enjoy working with others that also believe its important to give back tour community. I feel that volunteering my time in youth sports programs is the perfect way to give back to the community. I have provided support to these programs so that the children of our community continue to have these opportunities. I believe its our responsibility as role models to guide todays youth forward on a path to becoming responsible adults.

Community participation

  • Santa Rosa Stallions - Youth Football Program
  • St Eugene School
  • Redwood Empire Food Bank
  • Desert Mission Food Bank

Previous experience

  • Morgan Stanley-Financial Advisor, 2013 - 2021
  • Wells Fargo Advisors-Financial Advisor, 2005 - 2013
  • A.G. Edwards and Sons-Financial Advisor, 2001-2005
  • Merrill Lynch-Financial Advisor, 2000-2001
  • Lenz Investments and Insurance Services-Registered Representative, 1997-2000