Nicholas Lenning is a Licensed Financial Advisor, Registered Tax Preparer with over 10 years experience, and Founder of Lenning & Associates. He founded the business after moving to Surprise Arizona in 2019 to grow both his financial clientele and family. Nicholas came from a well-established CPA firm in California, Lenning & Company, Inc. Nicholas has gained an unmeasurable amount of knowledge having worked under several Certified Public Accountants (CPA), Enrolled Agents (EA), former employees of the Internal Revenue Service (IRS) and other tax and audit professionals throughout the years. Having dedicated over 7 years working as a certified tax preparer there, Nicholas is pleased to continue offering tax and financial services through Lenning & Company, Inc. as needed.
Nicholas currently holds licenses in Series 7, Series 63, and Series 66, along with his CTEC certification. His financial knowledge and expertise are ever growing as he continues education on taxation to renew his CTEC certification every year and various CE elements to maintain his various advisory licenses. He has experience in estate planning, financial strategies and management, retirement planning, wealth management and building strategies.
Residing in Surprise Arizona, Nicholas lives with his wife of over 7 years, his darling daughter, and two spoiled dogs. He has been blessed with many growth, networking, and business opportunities that has made him forever thankful to have followed in his grandfather's footsteps towards the financial industry. Between the paperwork, meetings and endless calculations, Nick enjoys trying out new recipes, time in the garage, working on 3D printed models and other hands-on projects. Quality time with family and friends is also a personal priority, including summertime by the pool and an occasional poker night with the boys.