Brian Lehner
CERTIFIED FINANCIAL PLANNER™, Managing Partner at Lehner Shope Wealth Group | Perrysburg, Ohio, United States
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Brian M. Lehner is a seasoned financial professional and Managing Partner at Lehner Shope Capital Wealth Group, where he leverages over 30 years of extensive experience in portfolio design and diversification. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Brian is committed to delivering tailored financial strategies that empower individuals, families, and foundations to achieve their long-term financial goals. His expertise lies in retirement planning and comprehensive financial planning, ensuring that clients are well-equipped to navigate the complexities of wealth accumulation and management.
At Lehner Shope Wealth Group, Brian plays a pivotal role in spearheading key projects that focus on investment management and advisory services. His deep understanding of investment strategies allows him to craft personalized portfolios that align with clients' risk tolerance and financial objectives. Brian is adept at utilizing various investment securities and insurance products, ensuring a holistic approach to asset management. His proficiency in retirement planning is particularly noteworthy, as he helps clients prepare for a secure financial future through effective wealth accumulation strategies.
In addition to his client-facing responsibilities, Brian is passionate about educating the community through informational seminars. These sessions cover a range of topics, from investment advisory to financial literacy, empowering attendees with the knowledge they need to make informed decisions. His dedication to client service and his extensive skill set—encompassing securities, investment strategies, and financial advisory—position him as a trusted partner in the financial services industry. With a history of success in investment management, Brian continues to make a significant impact at Lehner Shope Wealth Group, guiding clients toward financial independence and success.
CERTIFIED FINANCIAL PLANNER™, Managing Partner at Lehner Shope Wealth Group in August 2019 to Present
Investment Advisor at Berthel Fisher & Company Financial Services, Inc. in June 2015 to August 2019
Registered Representative at VFG Securities, Inc. in October 2011 to June 2015
Sales Manager at Western & Southern Financial Group in September 2010 to August 2011
Registered Principal at Cambridge Investment Research in February 2010 to August 2010
Registered Principal at LPL Financial in September 2000 to March 2010
Registerd Representative at Invest Financial in September 1999 to September 2000
Registered Representative at FSC Securities in January 1996 to September 1999
Account Executive at Family Health Plan in October 1994 to December 1995
Marketing Representative at John Hancock Life Insurance Company (U.S.A.) in May 1990 to October 1994
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Retirement Planning
Investments
Securities
Alternative Investments
Portfolio Management
Financial Planning
Mutual Funds
Financial Services
Finance
Investment Strategies
Retirement
Wealth Management
Investment Management
Investment Advisory
Asset Management
Insurance
Personal Financial Planning
Strategic Financial Planning
Financial Advisory
Public Speaking
Alternative Investment Strategies
Series 24
Series 6
Wealth Accumulation Strategies
Certified Financial Planner
Series 7
Series 65
Wealth
Series 63
Estate Planning
Trading
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Discover more about Lehner Shope Wealth GroupWhat is Brian Lehner email address?
Email Brian Lehner at [email protected] and [email protected]. This email is the most updated Brian Lehner email found in 2026.
What is Brian Lehner phone number?
Brian Lehner phone number is +14196399121.
How to contact Brian Lehner?
To contact Brian Lehner send an email to [email protected] or [email protected]. If you want to call Brian Lehner try calling on +14196399121. (updated on November 05, 2024)
What company does Brian Lehner work for?
Brian Lehner works for Lehner Shope Wealth Group
What is Brian Lehner's role at Lehner Shope Wealth Group?
Brian Lehner is CERTIFIED FINANCIAL PLANNER™, Managing Partner
What industry does Brian Lehner work in?
Brian Lehner works in the Financial Services industry.
Brian Lehner Email Addresses
Brian Lehner Phone Numbers
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