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Lance Douglas Lehmann

Mosaic Family Wealth

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About Lance Douglas Lehmann

Lance Lehmann is a financial advisor with Mosaic Family Wealth. Lance is registered in Missouri. Lance holds the Series 7 and Series 63 securities licenses, as well as the Series 65 investment advisor license. Lance is a Chartered Financial Analyst (CFA).

Firm Information

Lance Lehmann is currently registered with Mosaic Family Wealth. Mosaic Family Wealth, located in St. Louis, Missouri, is a registered investment advisor with over $1.4 billion in assets under management. The firm specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and credit, cash management, and insurance solutions. Mosaic Family Wealth caters to a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth.
Mosaic Family Wealth

1401 S. BRENTWOOD BLVD.

ST. LOUIS, MO 63144

$1.44B

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit, cash management, and insurance solutions

Credit, cash management, and insurance solutions

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Rev. sharing w/ frs and on eligible credit & cash mgmt solutions

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Lance Lehmann’s Registration & Firm History

MO

01/04/2022 - Present

Mosaic Family Wealth (ST. LOUIS MO)

MO

10/13/2017 - 02/02/2018

ALLSTATE FINANCIAL SERVICES, LLC (CHESTERFIELD MO)

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Licenses & Designations

IA

Issued 04/06/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/19/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lance Douglas Lehmann.
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