R.B. Wiser & Associates :: Bio

R.B. Wiser & Associates Financial Planning

Wesley G. Lentz*, JD, CFP^®

Wesley G. Lentz
Wesley has been with R.B. Wiser & Associates since 1998. Prior to joining the firm, he practiced law (civil litigation and estate planning) for six years. His primary responsibilities and background include:

Personal financial planning*

Compliance officer

Estate planning issues

Licensed for securities in several states

Wesley has the following designations/certifications:

Certified Financial Planner^™
Member of the Michigan Bar Association
Member of the American Bar Association
Member of the Kalamazoo County Bar Association
Member of the Van Buren County Bar Association
Member of the Kalamazoo County Trial Lawyers Association
Series 7, Series 6, Series 63 and Series 24 licenses
Licensed in Health, Life and Variable Insurance products

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As of 11-20-2008 7:32am

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R.B. Wiser & Associates :: 6100 Stadium Drive :: Kalamazoo MI 49009 :: (800) 292-1472 :: (269) 372-1430
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*Individuals with R.B. Wiser & Associates are Registered Representatives and Investment Advisor Representatives with and Securities and Investment Advisory Services offered through InterSecurities, Inc. (ISI), member FINRA, SIPC and Registered Investment Advisor. Non-securities products and services are not offered through ISI. Neither ISI nor its representatives provide legal, tax or accounting advice. Persons who provide such advice do so in capacity other than as a registered representative of ISI. LD22840-09/07