David A. Lenius - Financial Advisor

David A. Lenius

CLU, ChFC, CASL, CFP

President

Lenius Ins & Financial Services, Inc.

532 Jefferson St
Sturgeon Bay, WI 54235-2145
FINANCIAL ADVISOR'S WEBSITE
(888) 743-3962
(920) 743-3962

General

David Lenius is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lenius Ins & Financial Services, Inc. in Sturgeon Bay, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CASL, LUTCF, CLU

Insurance Licenses

  • Life insurance: WI
  • Health/disability insurance: WI
  • Property/casualty: WI
  • Fixed annuities: WI
  • Variable annuities: WI

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

More

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