Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristian? Claim Your ProfileKristian Lehner is an Investment Advisor Representative at Kestra Advisory Services, LLC. Kristian has been in the financial services industry since 1994. Kristian is registered with the Securities and Exchange Commission and several states. Kristian specializes in providing financial planning, investment advisory, and portfolio management services to individuals, businesses, pension plans, and insurance companies.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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2
PA
04/26/2016 - Present
Kestra Advisory Services, LLC (NEWTOWN PA)
NJ
01/20/2004 - 01/25/2007
PRINCOR FINANCIAL SERVICES CORPORATION (BURLINGTON NJ)
PA
02/18/2003 - 01/21/2004
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IA
12/22/2000 - 02/28/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
WI
11/15/1994 - 11/27/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
11/15/1994 - 11/27/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 04/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2006
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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