Lenz Financial Group Employee Directory

Financial ServicesOregon, United States11-50 Employees

Lenz Financial Group is a full-service brokerage agency for the financial services professional. We provide complete back office support to experienced professionals in the life insurance, estate planning, and financial planning businesses. We are a Principal of Insurance Designers of America, which has over 50 offices nationwide.

Find Lenz Financial Group employees' phone numbers or email addresses

Lenz Financial Group Global Highlights

Location
Employees

North America
16

Minus sign iconPlus sign icon
  • United States Of America
    16

Lenz Financial Group's Leadership

  • Stylized image of a person
    J. L.
    Ceo
    Phone icon
  • Stylized image of a person
    E. I.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    C. R.
    Vice President Of Brokerage Operations
    Phone icon
  • Stylized image of a person
    B. D.
    Director Of Annuity Sales And Marketing
    Phone icon
  • Stylized image of a person
    L. J.
    Regional Sales Director
    Phone icon
  • Stylized image of a person
    R. L.
    Regional Sales Director
    Phone icon
  • Stylized image of a person
    J. A.
    Manager
    Phone icon
  • Stylized image of a person
    J. H.
    Case Manager
    Phone icon

Lenz Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Lenz Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. L.
    Ceo
    Phone icon
    United StatesOregon
    Oct 26, 2025
  • Stylized image of a person
    E. I.
    Chief Executive Officer
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    C. R.
    Vice President Of Brokerage Operations
    Phone icon
    United StatesOregon
    Oct 17, 2024
  • Stylized image of a person
    B. D.
    Director Of Annuity Sales And Marketing
    Phone icon
    United StatesOregon
    Oct 20, 2025
  • Stylized image of a person
    L. J.
    Regional Sales Director
    Phone icon
    United StatesIdaho
    Jan 14, 2026
  • Stylized image of a person
    R. L.
    Regional Sales Director
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    J. A.
    Manager
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    J. H.
    Case Manager
    Phone icon
    United StatesOregon
    May 30, 2025
  • Stylized image of a person
    K. L.
    Manager
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    J. A.
    Life And Annuity Case Manager
    Phone icon
    United States
    Oct 27, 2025

Frequently Asked Questions

What is Lenz Financial Group known for?

Minus sign iconPlus sign icon
Lenz Financial Group was founded in 1988 operates in the Financial Services industry. The company's main headquarters is located in 5550 Southwest Macadam Suite 120 Portland, Oregon 97239 United States; you can contact the main corporate office by phone at . Explore Lenz Financial Group's company overview page for more information.

What is Lenz Financial Group's most common email format?

Minus sign iconPlus sign icon
Lenz Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lenz Financial Group email formats with LeadIQ.

How many employees does Lenz Financial Group have currently?

Minus sign iconPlus sign icon
Lenz Financial Group has approximately 13 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Lenz Financial Group's key employees and leadership?

Minus sign iconPlus sign icon

As of February 2026, Lenz Financial Group's key employees include:

  • Ceo: J. L.
  • Chief Executive Officer: E. I.
  • Vice President Of Brokerage Operations: C. R.
  • Director Of Annuity Sales And Marketing: B. D.
  • Regional Sales Director: L. J.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.