Brian Lehner Email & Phone Number
CERTIFIED FINANCIAL PLANNER™, Managing Partner @ Lehner Shope Wealth Group
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Brian Lehner Location
- Perrysburg, OH, US
Brian Lehner Work
- CERTIFIED FINANCIAL PLANNER™, Managing Partner @ (August 2019 - Present)
- Investment Advisor @ (June 2015 - August 2019)
- Registered Representative @ VFG Securities, Inc. (October 2011 - June 2015)
- Sales Manager @ (September 2010 - August 2011)
- Registered Principal @ (February 2010 - August 2010)
- Registered Principal @ (September 2000 - March 2010)
- Registerd Representative @ (September 1999 - September 2000)
- Registered Representative @ FSC Securities (January 1996 - September 1999)
- Account Executive @ Family Health Plan (October 1994 - December 1995)
- Marketing Representative @ (May 1990 - October 1994)
Brian Lehner Education
- Bowling Green State University
Certificate of Financial Planning (Financial Planning)
2001-2003 - University of Iowa
Economics (Business)
1984-1989
Brian Lehner Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Series 63
- Public Speaking
- Insurance
- Retirement Planning
- Financial Planning
- Portfolio Management
- Investments
- Finance
- Series 6
- Investment Advisory
- Alternative Investment Strategies
- Financial Services
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Investment Strategies
- Asset Management
- Certified Financial Planner
- Wealth
- Personal Financial Planning
- Series 24
- Trading
- Retirement
- Series 65
- Series 7
- Securities
- Investment Management
- Wealth Accumulation Strategies
Brian Lehner Summary
- Brian Lehner, based in Perrysburg, OH, US, is currently a CERTIFIED FINANCIAL PLANNER™, Managing Partner at Lehner Shope Wealth Group. Brian Lehner brings experience from previous roles at Berthel Fisher & Company Financial Services, Inc., VFG Securities, Inc., Western & Southern Financial Group and Cambridge Investment Research. Brian Lehner holds a 2001 - 2003 Certificate of Financial Planning in Financial Planning @ Bowling Green State University. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Series 63, Public Speaking and more. Brian Lehner has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Lehner Shope Wealth Group Employees
Brian Lehner
CERTIFIED FINANCIAL PLANNER™, Managing Partner
Perrysburg, OH, US
Michelle Hathaway
Director Of Operations
Wauseon, OH, US
Amy Shope
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Canfield, OH, US
Niki Koch
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