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Gregg L

ChFC®, Series 63, Series 65

West End, WI

Arkadios Wealth Advisors

Gregg Lentz is a financial advisor at Arkadios Wealth Advisors with 38 years of industry experience. He holds the ChFC®, Series 63, and Series 65 designations. Prior to joining Arkadios Wealth Advisors in 2018, he worked at Triad Advisors, Inc. from 2016 to 2018. Outside of his advisory role, he also operates Gregg S Lentz & Associates, providing solutions related to fixed insurance and annuities. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with a range of investment and wealth management services, including discretionary account management supported by an internal portfolio team. The firm uses multiple analytical approaches and offers access to third-party managers and comprehensive financial planning.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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