Tom Lennartz Email & Phone Number

Tom’s 32 years of experience are based in the areas of equity and fixed income research. He is a qualified Wells Fargo Advisors PIM Portfolio Manager. As one of the few PIM Managers**, he manages customized portfolios that include stocks, bonds and mutual funds in a single account.He also carried the distinction of a Wells Fargo Platinum Council for 2018-2020 and 2022-2023.The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.Lennartz received his Bachelor of Science degree with the emphasis in Finance and Banking from the University of Missouri, Columbia. A Wells Fargo Advisors employee since 2009, Tom is currently holding the title of Managing Director - Investment Officer, PIM Portfolio Manager.Tom resides in Kirkwood, Missouri with his wife, Aurora and their two sons: Alexander and Nicholas who attend University of Southern California and Chaminade College Prep respectively.The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000.This information is intended for use by residents of AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, ME, MI, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, VA, VT, WA, and WI only.California Insurance License Number: 0F50907. Resident State: MO/*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Finance, Investments, Mutual Funds, Risk Management, and 15 others.

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  University Of Missouri-Columbia