Jeffrey Thomas Lenhart
Investment adviser representative at Prosperity - An Eisneramper Company
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Prosperity - An Eisneramper CompanyJul 2026 to now
- Forvis Mazars Wealth Advisors, LLCJun 2024 to Jul 2026
- Forvis Wealth Advisors, LLCJun 2022 to May 2024
- Bkd Wealth Advisors, LLCDec 2014 to May 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (MO).
Prosperity - An Eisneramper Company
Legal name: The Prosperity Consulting Group, LLC
$5BAssets managed
2,412Clients
65Advisers
11 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
- 5484916
- Firm CRD
- 133777