Michael L Lentz
Investment adviser representative at Palisade Investments, LLC
44 yearsExperience
2 statesRegistered in
PFSDesignation
$652.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
44 years in the industry.
- Palisade Investments, LLCDec 2025 to now
- Michael L Lentz, Cpa ApcJul 2018 to now
- Lentz + Lentz, CpasFeb 1982 to Jul 2018
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, NV).
Palisade Investments, LLC
$652.7MAssets managed
668Clients
7Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2180597
- Firm CRD
- 124776