Kevin Lehman is a registered investment advisor, based in Des Moines, IA, with 17 years of industry experience.
Location
4140 Grand Ave., Des Moines, IA, 50312
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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
Kevin is an advisory representative of a registered investment advisor (RIA) and operates under the DBA Vision Financial Group for financial services. He is also an independent insurance agent and a W2 employee under Financial Integrators, dedicating nearly full-time hours to trading.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Edward JonesBroker
Edward Jones
Securities America Advisors, INC.
Securities America, INC.Broker
Directed Services LLCBroker
State Registrations25 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.