Osaic Wealth
47yrs
Top advisor by experience in Sturgeon Bay
36yrs
David Lenius is a financial advisor in Sturgeon Bay, Wisconsin, with 36 years in the industry. David joined LPL Financial in 2025, after a year at Osaic Wealth and 15 years at Woodbury Financial Services. David’s designations include CFP® and ChFC.
At a glance
Experience36 years (since 1990)
How that compares ?Top 7% by experience in Wisconsin
Office532 Jefferson Street, Sturgeon Bay, WI 54235
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Apr 2025 – nowLPL Financial LLCCurrent firm
- Jan 2024 – Apr 2025Osaic Wealth, Inc.Previously
- 2009 – 2024Woodbury Financial Services, Inc.Previously
- 2004 – 2009Packerland Brokerage Services, Inc.Previously
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call David’s local office at (920) 743-3962 or the LPL Financial main office at (704) 733-3300, and ask for David Lenius.
How long has David been a financial advisor?
David has been in the industry since 1990, about 36 years. Top 7% by experience in Wisconsin.
What licenses does David hold?
Series 63. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is David paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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