Nicholas Lenning Email and Phone Number

I am a Licensed Financial Advisor, Registered Tax Preparer, and Founder of Lenning & Associates. I founded the business after moving to Surprise Arizona to grow both my financial clientele and family. I came from a well-established CPA firm in California, Lenning & Company, Inc. I have gained an unmeasurable amount of knowledge having worked under several Certified Public Accountants (CPA), Enrolled Agents (EA), former employees of the Internal Revenue Service (IRS) and other tax and audit professionals throughout the years. Having dedicated over 7 years working as a certified tax preparer there, I am pleased to still offer tax and financial services through Lenning & Company, Inc. as needed.I currently hold licenses in Series 7, Series 63, and Series 66, along with my CTEC certification. My financial knowledge and expertise are ever growing as I continue education on taxation to renew my CTEC certification every year and various CE elements to maintain my various advisory licenses. I have experience in estate planning, financial strategies and management, retirement planning, wealth management and building strategies. Residing in Surprise Arizona, I live with my wife of 4 years and two spoiled dogs. I have been blessed with good health as I primarily works from home throughout the pandemic, but I hope to soon open a store front upon expansion. Between the paperwork and virtual, phone, and traveling appointments, I enjoy time in the garage working on 3D printed models and other hands-on projects. Quality time with family and friends is also a personal priority, not to mention the monthly poker night with the boys.Securities offered through Avantax Investment Services℠, Member FINRA, SIPCwww.finra.org www.sipc.orgInvestment advisory services offered through Avantax Advisory Services℠Please visit www.avantax.com/social_policy/ for more informationInsurance offered through an Avantax affiliated insurance agency