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Carie Ann Carney

Investment adviser representative at Lenk Ladner Investment Solutions LLC
16 yearsExperience
1 stateRegistered in
$337.3MFirm assets
33 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

16 years in the industry.

  1. Lenk Ladner Investment Solutions LLCNov 2010 to now

Exams passed

  • Series 66 · Uniform Combined State Law2002
  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 1 state (MA).

Lenk Ladner Investment Solutions LLC

$337.3MAssets managed
276Clients
1Advisers
33 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
4467490
Firm CRD
109927
Advisor's SEC record (opens in a new tab)
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