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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)39 years in industry

Gregg S Lentz

Advisor at ARKADIOS WEALTH ADVISORS

West End , WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:16cceb80-1089-25e0-d78c-62d766aecac7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 5, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ARKADIOS WEALTH ADVISORS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 10, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63|S65
First exam: Aug 10, 1987
First registration: Mar 5, 2008
Dual registered: yes, broker-dealer
Other names: GREGG SCOTT LENTZ
IAPD individual key: 1716699

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ARKADIOS WEALTH ADVISORS	Bd affiliated wealth	Jun 1, 2018	n/a	yes	West End , WI	Current employment
TRIAD ADVISORS, LLC	Former SEC adviser	Jan 11, 2016	May 29, 2018	no	Waukesha, WI\|ATLANTA, GA\|Waukesha, WI	Previous registration
INVESTORS CAPITAL ADVISORY	Former SEC adviser	Jan 23, 2013	Feb 2, 2016	no	WAUKESHA, WI\|LYNNFIELD, MA\|LYNNFIELD, MA	Previous registration
QUESTAR ASSET MANAGEMENT, INC.	Former SEC adviser	Mar 5, 2008	Feb 15, 2013	no	MINNEAPOLIS, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRIAD ADVISORS, LLC	ARKADIOS WEALTH ADVISORS	May 29, 2018	Jun 1, 2018	3	Firm change	Ibd to new firm
INVESTORS CAPITAL ADVISORY	TRIAD ADVISORS, LLC	Feb 2, 2016	Jan 11, 2016	-22	Firm change	Other
QUESTAR ASSET MANAGEMENT, INC.	INVESTORS CAPITAL ADVISORY	Feb 15, 2013	Jan 23, 2013	-23	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
25803:288863:WI:2018-05-29	May 29, 2018	Jun 1, 2018	WAUKESHA, WI	Firm change
30613:25803:MA:2016-02-02	Feb 2, 2016	Jan 11, 2016	LYNNFIELD, MA	Firm change

Relationships

Registered with (4)

→ ARKADIOS WEALTH ADVISORSRegistered adviserregistration: current employment
Jun 1, 2018 to presentfactForm ADV
→ TRIAD ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 11, 2016 to May 29, 2018factForm ADV
→ INVESTORS CAPITAL ADVISORYRegistered adviserregistration: previous registration
Jan 23, 2013 to Feb 2, 2016factForm ADV
→ QUESTAR ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Mar 5, 2008 to Feb 15, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:16cceb80-1089-25e0-d78c-62d766aecac7
First observed: Mar 5, 2008
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Gregg S Lentz

Advisor at ARKADIOS WEALTH ADVISORS

West End , WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:16cceb80-1089-25e0-d78c-62d766aecac7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:31 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ARKADIOS WEALTH ADVISORS

Bd affiliated wealth

Jun 1, 2018

n/a

yes

West End , WI

Current employment

TRIAD ADVISORS, LLC

Former SEC adviser

Jan 11, 2016

May 29, 2018

Waukesha, WI|ATLANTA, GA|Waukesha, WI

Previous registration

INVESTORS CAPITAL ADVISORY

Former SEC adviser

Jan 23, 2013

Feb 2, 2016

WAUKESHA, WI|LYNNFIELD, MA|LYNNFIELD, MA

Previous registration

QUESTAR ASSET MANAGEMENT, INC.

Former SEC adviser

Mar 5, 2008

Feb 15, 2013

MINNEAPOLIS, MN

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

TRIAD ADVISORS, LLC

ARKADIOS WEALTH ADVISORS

May 29, 2018

Jun 1, 2018

Firm change

Ibd to new firm

INVESTORS CAPITAL ADVISORY

TRIAD ADVISORS, LLC

Feb 2, 2016

Jan 11, 2016

-22

Firm change

Other

QUESTAR ASSET MANAGEMENT, INC.

INVESTORS CAPITAL ADVISORY

Feb 15, 2013

Jan 23, 2013

-23

Firm change

Other

Team

Left

Joined

From

Kind

25803:288863:WI:2018-05-29

May 29, 2018

Jun 1, 2018

WAUKESHA, WI

Firm change

30613:25803:MA:2016-02-02

Feb 2, 2016

Jan 11, 2016

LYNNFIELD, MA

Firm change