Randall Lehman
Randall Lehman is a ChFC-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Fort Wayne, IN, with 42 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
3302 Mallard Cove Lane, Fort Wayne, IN, 46804
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Randall may earn commissions from insurance sales not affiliated with Northwestern Mutual, including life, health, annuity, and disability income products. He also manages commercial real estate, owns several LLCs for business purposes, is a shareholder in a bank, a trustee for Bethel University, and co-owns a trading card sales business.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services,llc
Robert W. Baird & CO. IncorporatedBroker
Massachusetts Mutual Life Insurance CompanyBroker
State Registrations46 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.