Brian Lehner Email & Phone Number
CERTIFIED FINANCIAL PLANNER™, Managing Partner @ Lehner Shope Wealth Group
5 free lookup(s).
Brian Lehner Location
- Perrysburg, OH, US
Brian Lehner Work
- 2019 - now CERTIFIED FINANCIAL PLANNER™, Managing Partner @
- 2015 - 2019 Investment Advisor @
- 2011 - 2015 Registered Representative @ VFG Securities, Inc.
- 2010 - 2011 Sales Manager @
- 2010 - 2010 Registered Principal @
- 2000 - 2010 Registered Principal @
- 1999 - 2000 Registerd Representative @
- 1996 - 1999 Registered Representative @ FSC Securities
- 1994 - 1995 Account Executive @ Family Health Plan
- 1990 - 1994 Marketing Representative @
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 1 emails and 1 mobile phone numbers on RocketReach.
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Top Lehner Shope Wealth Group Employees
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