Hayley Lenz has been an investment adviser representative at Strive Financial Group since February 2026, and is not listed among the firm’s executive officers or direct owners.
Strive Financial Group, LLC is a Carmel, IN firm with $247M under management, 769 clients and 9 advisers across 5 offices, as of its July 2026 filing.
Hayley Lenz is Director of Client Experience & Operations at Strive Financial Group. She began her career in financial services in 2002 and has more than two decades of experience supporting advisory teams and clients. She works with advisors and internal team members on day-to-day operations, including administrative processes, operational workflows, and client engagement.
Hayley Lenz’s longest registration was 5 years at Bmo Harris Financial Advisors, Inc (2016–2021). Before joining Strive Financial Group in 2026, Hayley Lenz was registered through LPL Financial LLC and Bmo Harris Financial Advisors, Inc.
- Strive Financial Group, LLCCurrent– present · under a yearGreen Bay, WI · Adviser representative · Firm CRD 333298
- LPL Financial LLC– · 4 yearsGreen Bay, WI · Adviser representative · Firm CRD 6413
- Bmo Harris Financial Advisors, Inc– · 5 yearsGreen Bay, WI · Adviser representative · Firm CRD 137115
Investment adviser representative registrations
Hayley Lenz is registered as an investment adviser representative in Wisconsin, since February 2026.
- WisconsinSince 5 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 24 June 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 13 February 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 December 2008 |
| Series 7 | General Securities Representative Examination | 28 October 2008 |
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Hayley Odelia Lenz
- CRD
- 4599951
- Firm
- Strive Financial Group · CRD 333298
- Office
- Green Bay, WI
- Registration
- Investment adviser registration
- In the industry since
- November 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- strivefg.com
Where does Hayley Lenz work?
Hayley Lenz is an investment adviser representative registered through Strive Financial Group, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Hayley Lenz a financial advisor?
Yes. Hayley Lenz has a current investment-adviser registration in Wisconsin, through Strive Financial Group since February 2026.
How many years of experience does Hayley Lenz have?
Hayley Lenz has 17 years in the financial industry, since November 2008, across 3 adviser firms.
What exams has Hayley Lenz passed?
Hayley Lenz has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in October 2008. FINRA credited Hayley Lenz with the SIE, which began in October 2018.
Where did Hayley Lenz work before Strive Financial Group?
Before Strive Financial Group, Hayley Lenz was registered through LPL Financial LLC, March 2021 to January 2026; Bmo Harris Financial Advisors, Inc, February 2016 to March 2021.
Where is Hayley Lenz based?
Hayley Lenz’s registered office is in Green Bay, WI.
Is Hayley Lenz registered with FINRA?
No. Hayley Lenz has no current broker registration.
How can I verify Hayley Lenz’s record?
Search CRD 4599951 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Hayley Lenz’s full registration record.
