Katie Anne Lenz
Financial PlannerTimberchase Financial, LLCCRD 5673717
About Katie Anne Lenz
Katie Anne Lenz is listed as Financial Planner at Timberchase Financial, LLC in Hoover, AL. Form ADV reports a beneficial ownership band of 10-25%.
Reported ownership
Owns 10-25% of Timberchase Financial, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Katie Anne Lenz work?
Katie Anne Lenz is listed as Financial Planner at Timberchase Financial, LLC on SEC Form ADV.
How much of Timberchase Financial, LLC does Katie Anne Lenz own?
Form ADV reports a beneficial ownership band of 10-25%.
Timberchase Financial, LLC
| Title | Financial Planner |
| Ownership | 10-25% |
| Control person | No |
| Since | 2026 |