Unclaimed
Webster Mills Lehmann is a registered representative with LPL Financial LLC. Webster has been in the securities industry since March 14, 1994. Webster is registered in Arizona, Iowa, Kansas, Minnesota, Oregon, and holds Series 63, Series 7, and SIE licenses. Webster is also registered as an investment advisor representative in Iowa. Webster has prior experience with Brenton Investments, Inc., a company based in Plymouth, MN. Webster works in the West Des Moines office.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
02/13/2001 - Present
LPL Financial LLC (WEST DES MOINES IA)
MN
03/15/1994 - 01/26/2001
BRENTON INVESTMENTS, INC. (PLYMOUTH MN)
BC
Issued 03/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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