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Secretary · Financial Horizons, Inc.

Ursula E. Lenz

CRD 6932237 · Named on Form ADV at one SEC-registered adviser

At a glance

Financial Horizons, Inc., an SEC-registered wealth manager with $190 million in regulatory assets, lists Ursula E. Lenz on its Form ADV as Secretary.

Firms and roles

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Ursula’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • James T. AdamsPresident, CEO, Chief Compliance Officer, Financial Horizons, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ursula’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.