AL
AL

Andrew M Von Lehman

14 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
271 advisors
Number of Clients
13,685 clients
Average Client Portfolio
$612K average
Assets Under Management
$8.4B

Fee Structure

Financial Planning:Investment management only
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Location

250 Grandview Drive, Suite 475, Fort Mitchell, KY, 41017

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Andrew receives income from the sale of fixed life insurance and disability insurance. He also has a 30% ownership interest in Broadview Holdings, Inc., dedicating about 10-20% of his time to this investment-related activity.

Employment History
Current Registrations
Valmark Advisers, INC.
July 2011 - Present · 14 yrs 7 mos
Valmark Securities, INC.Broker
March 2011 - Present · 14 yrs 11 mos
Previous Registrations
Broadview Financial Advisors, LLC
May 2015 - November 2018 · 3 yrs 6 mos
Focus on Success, LLC
August 2012 - March 2014 · 1 yr 7 mos
State Registrations12 states
CAFLINKYLAMIMTNCOHRISCWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.