Advisor at Wenzel Analytics, Inc.
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Firm
Wenzel Analytics, Inc.
Location
Eden Prairie, MN
Credentials
Series 65
Industry experience
8 years
Lee (Leroy) Wenzel is the sole advisor at Wenzel Analytics, Inc., an independent firm based in Eden Prairie, MN. He holds a Series 65 designation and has seven years of industry experience, while leading Wenzel Analytics since 2001. The firm is notable for publicly disclosing full performance results and conducting educational outreach, including hosting a monthly Investment Insights discussion group at a senior center. Wenzel Analytics serves individual households through discretionary portfolio management across various account types, emphasizing continual evaluation and active trading with a limited set of ETFs. Client communication focuses on quarterly reporting and ongoing contact, with financial planning provided incidentally.
Based on Wenzel Analytics, Inc.
Based on Wenzel Analytics, Inc.
$25 per brokerage account per quarter
Account minimum: $160,000 Minimum fee: $150 per quarter
Eden Prairie, MN
Minnesota
Wenzel Analytics, Inc.
2001 - Present (25 years)
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Other specialized services
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