Brian Lehner is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Canfield, OH, with 34 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4366 Boardman-Canfield Rd, Canfield, OH, 44406
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is a managing partner for Lehner Shope Wealth Group, a DBA for his investment business, dedicating full-time hours to this role. He is also the President and Managing Partner of Lehner Shope LLC, a payroll LLC, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Strategic Blueprint, LLC
The Strategic Financial Alliance, INC.Broker
Bfc Planning, INC.
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Vfg Advisors, INC.
Vfg Securities, INC.Broker
Sun Shine Investment Consultants, LLC
W&s Brokerage Services, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Invest Financial CorporationBroker
Fsc Securities CorporationBroker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
First Investors CorporationBroker
State Registrations19 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.
Exams
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