What departments does Lenz Financial Group have?

Lenz Financial Group has employees across 5 departments including Operations, Marketing, Sales, Consultant, Accounting.

What is the largest department at Lenz Financial Group?

The largest department at Lenz Financial Group is Sales with 2 employees.

Where are Lenz Financial Group employees located globally?

Lenz Financial Group has employees across 1 continents and 1 countries including United States Of America.

How has Lenz Financial Group's team size changed over time?

Lenz Financial Group's team has decreased from approximately 12 to 11 employees based on available data.

Lenz Financial Group Employee Directory

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

Lenz Financial Group's key employees include: Ceo: J. L., Chief Executive Officer: E. I., Vice President Of Brokerage Operations: C. R..

Financial ServicesOregon, United States11-50 Employees

Lenz Financial Group is a financial services firm that operates as a full-service brokerage agency for financial services professionals. It provides back-office support to experienced professionals in life insurance, estate planning, and financial planning. It is a principal of Insurance Designers of America, a nationwide network with over 50 offices.

The company is based in Portland, Oregon, and maintains a small to mid-sized team. In April 2021, Simplicity Group acquired Lenz Financial Group.

Lenz Financial Group Global Highlights

North America
16

United States Of America
16

Lenz Financial Group's Leadership

J. L.
Ceo
Mobile Phone
Email
E. I.
Chief Executive Officer
Mobile Phone
Email
C. R.
Vice President Of Brokerage Operations
Mobile Phone
Email
B. D.
Director Of Annuity Sales And Marketing
Mobile Phone
Email
L. J.
Regional Sales Director
Mobile Phone
Email
R. L.
Regional Sales Director
Mobile Phone
Email
J. A.
Manager
Mobile Phone
Email
J. H.
Case Manager
Mobile Phone
Email

Lenz Financial Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other
Community & Social Services
Consultant

Contact profiles from Lenz Financial Group

Name

Title

Contact Info

Location

Last Update

L. W.
Insurance Planning Consultant
Mobile Phone
Email
United StatesOregon
Oct 20, 2025
N. R.
Accountant
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
W. W.
Insurance Planning Consultant
Mobile Phone
Email
United StatesOregon
Aug 02, 2024
J. B.
Marketing Rep. Case Design And Case Manager
Mobile Phone
Email
United StatesOregon
May 29, 2026

Frequently Asked Questions

What is Lenz Financial Group known for?

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

+1-503-222-****

. Explore Lenz Financial Group's company overview page for more information.

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

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?

Lenz Financial Group has approximately 12 employees as of June 2026. These team members are located across 1 continents, including North America.

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

As of June 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.

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Lenz Financial Group Employee Directory

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