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Randall Todd Lehman

Northwestern Mutual Investment Services, LLC

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About Randall Todd Lehman

Randall Lehman has been in the financial services industry since July 21, 1983. Randall is currently registered with Northwestern Mutual Investment Services, LLC. Randall has been registered with Northwestern Mutual Investment Services, LLC since April 12, 2007. Prior to that, Randall was registered with Robert W. Baird & Co. Incorporated and Massachusetts Mutual Life Insurance Company. Randall is a Chartered Financial Consultant and has passed a number of industry exams including Series 6, 7, 22, 26, 63 and 65 exams. Randall is registered in 44 states for securities and one state for investment advising.

Firm Information

Randall Lehman is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998. Headquartered in Milwaukee, Wisconsin, the firm provides investment research and referrals to other advisors. They are registered with the SEC and in all 50 states. The firm has over 2,000 licensed agents, investment advisor representatives, and registered representatives.
Northwestern Mutual Investment Services, LLC

720 EAST WISCONSIN AVENUE

MILWAUKEE, WI 53202-4797

Not reported

Assets Under Management

1

Total Clients

10,224

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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investment research; referrals to other advisers

Investment research; referrals to other advisers

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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other

Referral fees

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Randall Lehman’s Registration & Firm History

IN

04/12/2007 - Present

Northwestern Mutual Investment Services, LLC (FORT WAYNE IN)

WI

01/21/1987 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

NA

07/22/1983 - 11/08/1983

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

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Licenses & Designations

IA

Issued 12/06/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/20/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/03/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/2000

Series 7 - General Securities Representative Examination

BC

Issued 03/12/1987

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 07/21/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Randall Todd Lehman.
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