Parker Lenz
Advisor at Pinecrest Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Parker Lenz is a financial advisor at Pinecrest Advisors in Kalispell, MT, holding a Series 65 designation with three years of industry experience. Prior to his current role, he has worked in various positions including at Snow Fox Data, where he is also employed as a Senior Data Consultant focusing on analytics, AI/ML, and data engineering. Pinecrest Advisors provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, and institutions. The firm manages discretionary assets using a mix of ETFs, equities, fixed income, and mutual funds, applying both strategic and tactical investment approaches.
Expertise
Based on Pinecrest Advisors
General retirement planning
Social Security optimization
Medicare planning
General tax planning
Charitable giving & philanthropy
Fee options
Negotiable up to a maximum of 1.50% annually
Account minimum: $500,000
Location
Kalispell, MT
Most active in
Parker L has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Work history
Snow Fox Data
2022 - Present (4 years)
Saputo Dairy Products
2019 - 2022 (3 years)
US Bank
2017 - 2018 (1 year)
Fox River Capital
2016 - 2017 (1 year)
Scheels All Sports
2015 - 2016 (1 year)
Student
2012 - 2016 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Tary M
CFP®, CFA®, Series 66
Kalispell, MT
Entrusted Wealth
David W
CFP®, CFA®, Series 63
Kalispell, MT
Glacier Investment Management
John K
CFP®, Series 66
Kalispell, MT
Ascent Wealth Management
Matthew P
Series 63, Series 65
Bigfork, MT
Platler Capital Management LLC
Scott C
Series 65
Bigfork, MT
Noisy Creek Capital
Max C
Series 63, Series 65
Somers, MT
H R Financial Services, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")