Pinnacle Financial Advisors | Financial Advisor in Tempe ,AZ

2141 East Broadway Road Suite 104
Tempe, AZ 85282
Phone: (480) 641-1315

About

Since 2005, Pinnacle Financial Advisors has helped individuals, families, and businesses understand their financial opportunities and plan for the future. As nimble, strategic partners, our team brings extensive and diverse experience, with each member possessing a unique skillset and background that provides holistic support. We have first-hand experience tackling all sorts of issues from straightforward circumstances to the most complex cases.

At Pinnacle Financial Advisors, we provide more than just financial planning and wealth management. We're friends, colleagues, counselors, and professionals with decades of experience who take the time to get to know you and your unique needs. We value close, long-term relationships, and build them with trust and transparency - the cornerstones of our business. Understanding what matters most to you gives us the knowledge to support you through whatever life has in store.

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Securities offered through United Planners Financial Services, Member FINRA/SIPC. Advisory Services offered through Seros Financial, LLC. Pinnacle Financial Advisors, Seros Financial, and United Planners are independent companies. For information concerning the licensing status or disciplinary history of a broker-dealer or BD agent a consumer should contact his or her state securities law administrator or go to FINRA BrokerCheck www.finra.org.

This information is intended for use only by residents of AZ, CA, KS, MN, OR, TX, and WI. Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may not be provided to individuals residing in any states other than AZ, CA, KS, MN, OR, TX, and WI.

30 Years of Experience



General Information
Firm Start Year:   2005
No.of Employees:   10-19
Name of Broker/Dealer:   United Planners
Name of Custodial Firm:   Multiple
States Licensed in:   AZ, CA, KS, MN, OR, TX, WI
Number of Years with Current Firm:   14
Work Experience:   Prior to Pinnacle Financial Advisors, Lennard started his
career at Exxon as an international auditor, analyzing
business operations and controls in Paris and Rome. This is
where his inherent need to problem-solve was born.
Although fascinated by peoples' decision-making processes,
his passion in technology was ferociously ignited when the
firm introduced its first personal computer system. It led him
to TEAMS International (Team Evaluation and Management
Systems), the developer of 360-degree job evaluation
processes, where he served as Vice-President of
Technology. He went on to found KnowledgeTrax, a
business development planning and technology consulting
firm.
I work with the following types of clients:   Businesses , Individual Investors , Non-Profit Organizations
Foreign Languages Serviced:   Dutch, French, German, Italian


Services
Investment Types:   Mutual Funds , FOREX & Currency , Alternative Investments , Exchange Traded Funds (ETFs) , Annuities , Options & Futures , Bonds , Stocks , Insurance , Mortgages & Real Estate , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone , At my office , At your office , Video Conference , Via email


Qualifications & Memberships
Insurance and Annuity Licenses:   Health , Annuity , Disability , Life , Variable Life , Long Term Care , Variable Annuity


Compliance
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Commissions , Based on Assets , Hourly , Flat Fee



FAQs


DISCLAIMER

Lennard van der Feltz is a Registered Representative offering Securities through UNITED PLANNERS FINANCIAL SERVICES, Member: FINRA, SIPC. Advisory Services offered through SEROS FINANCIAL, LLC. Pinnacle Financial Advisors, Seros Financial, and United Planners are independent companies.

Lennard van der Feltz CFP, MSM, MBA

Lennard van der Feltz CFP, MSM, MBA

CERTIFIED FINANCIAL PLANNER™ Certificant

Biography


With more than three decades of experience in business, holding positions in business operations and information technology, Lennard van der Feltz has dedicated nearly half of his career to financial planning, specializing in investment and insurance optimization for tax efficiency, as well as unique challenges of clients' portfolios.

Under the guidance of Lennard and co-founder Susan Talbott, Pinnacle Financial Advisors' planning strategies are customized to clients' risk tolerance, life stage, goals, desire for involvement, asset level, tax sensitivity, and investment experience.

Lennard is a CERTIFIED FINANCIAL PLANNER" professional, holds his FINRA Series 7 and 66 securities licenses, and is a member of the Financial Planning Association Phoenix Chapter. He holds Life and Health Insurance and Variable Life and Variable Annuity licenses in Arizona, California, Kansas, Minnesota, Oregon, Texas, and Wisconsin. He attended Nyenrode Business University in The Netherlands, where he developed statistical analysis software, and Washburn University in Kansas where he graduated with a Bachelor of Business Administration in General Business. He earned an MBA in International Finance and Operations at the Thunderbird School of Global Management. He also completed a Master of Science in Management in Decision Information Systems from Arizona State University's W.P. Carey School of Business with an emphasis on artificial intelligence and problem structuring.
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Lennard van der Feltz is a Registered Representative offering Securities through UNITED PLANNERS FINANCIAL SERVICES, Member: FINRA, SIPC. Advisory Services offered through SEROS FINANCIAL, LLC. Pinnacle Financial Advisors, Seros Financial, and United Planners are independent companies.

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My Services


Financial Planning for Individuals

Do you know where you're heading financially? Do you know where you are, and where you want to be? We believe that financial planning and wealth management aren't one-size-fits-all ventures. Establishing close, long-term relationships with clients that are rooted in trust and transparency are the cornerstones of our firm. This consultative role provides us with the foundation necessary to strategically chart the best possible roadmap to help clients realize their dreams.


Financial Planning for Businesses

At Pinnacle Financial Advisors, we know that owning a business comes with many responsibilities, and assembling a team of trusted consultants is vital to ensuring your business runs smoothly and is prepared for many situations. Our multi-disciplinary team can help navigate you through common or complex financial planning scenarios. From analyzing your business' financial metrics and cash flow to evaluating personal income risk and emergency fund planning, we pride ourselves on being able to cross- plan your personal and business finances to help ensure greater peace of mind.


Retirement Planning

With so many unknowns about what the future will hold, planning for retirement can be nerve-wracking. The team at Pinnacle Financial Advisors works with individuals and families to prepare them for retirement, and help ensure financial goals are achieved during the golden years. We have a wide range of services and options for whatever stage of life you may be in. As your financial planning and wealth management partner, we offer many options for you to consider when it comes to enjoying your assets, reducing your risks, and having more options to better adapt to the ever-changing world. We'll take time to analyze your income risk and find ways to optimize corporate retirement plans, as well as emergency fund planning and much more.


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My Team


Bill Kelso CPA, CFP
Bill Kelso CPA, CFP

Financial Planner

When it comes to financial planning, Bill Kelso's track record is his calling card. With more than 40 years of experience in the financial services industry - 30+ of which is specifically in the financial planning and investment advisory space - Bill's commitment to serving clients and handling the most complex of financial planning opportunities is second to none. A seasoned CERTIFIED FINANCIAL PLANNER" and CPA who takes pride in guiding clients through often uncharted waters, Bill's diligence, wry sense of humor and sincerity are the cornerstones of his many business successes. Based at Pinnacle Financial Advisors' Sedona office, Bill is involved in all aspects of client service, especially developing new client relationships for the firm, while also assisting with the management of existing client relationships. While specializing in tax and retirement planning, as well as esoteric income portfolio strategies, he creates, implements and monitors client planning strategies in conjunction with the rest of the Pinnacle team. In addition to being a CFP and CPA, Bill holds his FINRA Series 7, 24, 51, 63 and 65 securities licenses, in addition to Arizona life and health insurance and variable life and variable annuity licenses. He earned a Bachelor of Accounting and Business Administration from Adams State University in Alamosa, Colo. *** Bill Kelso is a Registered Representative offering Securities through UNITED PLANNERS FINANCIAL SERVICES, Member: FINRA, SIPC. Advisory Services offered through SEROS FINANCIAL, LLC. Pinnacle Financial Advisors, Seros Financial, and United Planners are independent companies. ...more


With a background as a Certified Public Accountant, Susan's career spans more than three decades, most of which has zeroed in on financial planning. While her extensive experience rests in handling tax issues, business succession planning, and estate planning, Susan's razor-sharp financial expertise, combined with an innate ability to bringing order and structure to even the most complex financial planning activities allows her to approach financial planning holistically. Although financial planning and wealth management can be cumbersome and at times seems overwhelming, Susan's approach is ingrained in building close, long-term relationships with clients. She has an innate talent to use education to instill confidence in every ...more


Bryce  Keffeler, MBA
Bryce Keffeler, MBA

Financial Planner

With an eye on the future and an understanding of the role technology plays in the constantly changing world, Bryce Keffeler is one of Pinnacle Financial Advisors' rising stars. His keen interest in budgeting and cash flow analysis makes him an important resource to financial planning and wealth management clients. As a financial planner, Bryce creates and monitors custom roadmaps to help clients achieve their financial goals. He is also tasked with maintaining client relationships and building new ones via community networking activities. Using his background in finance and entrepreneurship, Bryce started his career in corporate finance in the high-tech sector before finding his calling in financial planning. As a senior business an ...more


Communities Served

Apache Junction Cashion
Chandler Fort Mcdowell
Fountain Hills Gilbert
Glendale Higley
Laveen Mesa
Paradise Valley Peoria
Phoenix Queen Creek
Sacaton Scottsdale
Sun City Tempe
Youngtown

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 12:00 PM

Compensation Arrangements

Check Bank Transfer

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