Christopher Lehan
Christopher Lehan is a registered investment advisor at Wells Fargo Advisors, based in Cincinnati, OH, with 15 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
8044 Montgomery Rd Ste 570, Towers of Kenwood, Cincinnati, OH, 45236
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2016Other Business Activities
Christopher is the owner and manager of Bel Holdings LLC and CD Holdings LLC, both rental property businesses, since 2018 and 2019 respectively. These activities are investment-related.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
PNC InvestmentsBroker
PNC Investments
Morgan Stanley
Morgan Stanley Smith Barney LLC
Morgan StanleyBroker
Wells Fargo Advisors, LLCBroker
State Registrations26 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
More Advisors
- Gregory Brun, CFP, ChFCWells Fargo Advisors
- Nicholas GrimmWells Fargo Advisors
- Christopher DesimioWells Fargo Advisors
- Steven Frank, CFPWells Fargo Advisors
- Kevin Chapin, CFPWells Fargo Advisors
- Bethany StrunkWells Fargo Advisors