Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lehner is a financial advisor with over 30 years of experience in the industry. Brian has worked with a number of firms, including Berthel, Fisher & Company Financial Services, Inc., VFG Securities, Inc., W&S Brokerage Services, Inc., Cambridge Investment Research, Inc., and LPL Financial Corporation. Brian is currently a partner with Strategic Blueprint, LLC where Brian focuses on financial planning and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Family office services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Family office fees, endorsements
1
2
OH
09/23/2019 - Present
Strategic Blueprint, LLC (PERRYSBURG OH)
OH
06/23/2015 - 09/13/2019
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Perrysburg OH)
OH
10/10/2011 - 06/23/2015
VFG SECURITIES, INC. (PERRYSBURG OH)
OH
10/18/2010 - 08/16/2011
W&S BROKERAGE SERVICES, INC. (HOLLAND OH)
OH
02/02/2010 - 07/21/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (PERRYSBURG OH)
OH
10/09/2000 - 03/10/2010
LPL FINANCIAL CORPORATION (TIFFIN OH)
WI
06/01/1999 - 10/17/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
GA
01/22/1996 - 06/07/1999
FSC SECURITIES CORPORATION (ATLANTA GA)
MA
12/09/1991 - 01/26/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
12/09/1991 - 01/26/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NJ
09/06/1989 - 12/05/1989
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 12/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/05/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Lehner is the right advisor for you? Invested Better is here to help.
