Dennis Lehman
Dennis Lehman is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Orange Village, OH, with 36 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
200 Park Ave, Suite 230, Orange Village, OH, 44122
Get directionsHistory
Regulatory History (3)
Regulatory
June 2022Customer Dispute
September 2014Customer Dispute
October 2012Other Business ActivitiesSells Insurance
Dennis is the owner of Heritage Financial Planners, dedicating full-time hours to security sales. He is also a licensed insurance producer, spending minimal time selling life insurance, and the executor of an estate.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Nca Financial Planners
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations32 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.