Michael Lehman

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About Michael Lehman

Mike Lehman, MBA, CFP® is the CEO and a LPL Financial Advisor with Focus Wealth Strategies, LLC. In addition to overseeing daily operations and steering the firm's overall growth, Mike works closely with clients to create long-term, personalized financial plans that define their goals and designs portfolios that can help clients pursue their dreams.

A registered representative professional since 1994, Mike received a BS from The Ohio State University and his MBA from the University of South Florida. Mike earned his CERTIFIED FINANCIAL PLANNER" Professional designation in 2007. His professional registrations include Series 6, 7, 24, 66 held through LPL Financial, and a Florida Health, Life & Variable Annuity license.

Mike is actively involved at New Hope United Methodist Church in Brandon and is a member of the Brandon chapter of Partners in Network. Mike resides in Valrico, Florida with his wife Jill. He enjoys watching football and playing golf in his spare time.

See Disclosures

General Information

Firm Start Year

2007

No. of Employees

10-19

CRD#

2534825

Firm CRD#

6413

Insurance License#

A152710

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

States Licensed in

FL, CO, CT, DE, GA, IN, KY, MI, MS, NJ, NC, OH, PA, SC, TN, TX, VA, WI

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Foreign Languages Serviced

English

Advisory Services Provided

Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Financial Planning for Individuals, Retirement Planning, Financial Advice & Consulting, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 7, Series 6, Series 24, Series 66

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Annuity

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Fee % Based on Assets

1.00

Hourly Rate

$150

Additional Details on Charges

Fee % Based on Assets declines as a % as the account grows larger.

Education

BS in Agriculture - Animal Science

The Ohio State University
9/1985 -3/1989

Master in Business Administration - Finance

University of South Florida
08/1994 -12/1997

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and Advisory Services offered through LPL Financial, a registered investment adviser. Member SIPC www.sipc.org.

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Paladin Research Report For:

Focus Wealth Strategies