Graunke & Hentz Wealth Management, LLC is an independent fiduciary retirement planning and wealth management practice on North US Highway 441 in Lady Lake, Florida (Lake County), offering investment advisory and brokerage services through LPL Financial LLC (SEC-registered Investment Adviser, CRD #6413, SEC File #801-10970). Co-founded and led by Vice Presidents Brian Joseph Hentz, CFP® (CRD #3054191) and Jeffrey Scott Graunke, ChFC®, CKA® (CRD #4702136), the team specializes in 55+ active adult retirement income architecture, tax-smart RMD and IRA distribution planning, Medicare IRMAA bracket management, and estate legacy coordination for retirees in Lady Lake, the Lake County portion of The Villages, Leesburg, and Fruitland Park.
Official Verification Sources: FINRA BrokerCheck Profile (Brian Joseph Hentz, CFP®); FINRA BrokerCheck Profile (Jeffrey Scott Graunke, ChFC®, CKA®); Graunke & Hentz Wealth Management Official Website
Issuer: Securities and Exchange Commission (SEC) / FINRA
Notes: SEC File #801-10970; fiduciary investment advisory and brokerage services offered through LPL Financial LLC (CRD #6413) from the practice's Lake County office at 117 N US Highway 441, Suite 100, Lady Lake, FL 32159. Fee-based advisory; acceptsMedicaid: false, acceptsMedicare: false.
Issuer: CFP Board / The American College / FINRA
Notes: Co-founded and led by Brian Joseph Hentz, CFP® (CRD #3054191, OSJ Manager & Certified Financial Planner™) and Jeffrey Scott Graunke, ChFC®, CKA® (CRD #4702136, Chartered Financial Consultant®).
Factual details and direct answers about Graunke & Hentz Wealth Management, LLC's services, licensing, and credentials.
Who are the founding advisors at Graunke & Hentz Wealth Management in Lady Lake?
The practice is led by co-founders Brian J. Hentz, CFP® (CRD #3054191), a Certified Financial Planner™ practitioner, and Jeffrey S. Graunke, ChFC®, CKA® (CRD #4702136), a Chartered Financial Consultant®, offering fiduciary advisory services through LPL Financial (CRD #6413).
Where is Graunke & Hentz Wealth Management located in Lake County?
Their Lake County office is located at 117 North US Highway 441, Suite 100, Lady Lake, Florida 32159, convenient to Lady Lake, Harbor Hills, Water Oak, the Lake County portion of The Villages, and Leesburg.
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