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Nicholas L
Series 63, Series 66
Surprise, AZ
Cetera
Nicholas Lenning is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 10 years of industry experience. He has worked at various firms including Avantax Insurance Agency and runs his own businesses focused on tax preparation, accounting, and wealth management. Lenning owns Lenning & Associates and Lenning Wealth Management LLC, which provide tax and financial services in addition to his advisory role. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary management options and supports both automated and bespoke portfolio strategies.
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