Stephen Lehrmann, financial advisor Cleburne TX
87 score

Stephen Lehrmann

CRD Number: 4511356
Current Firm: Perryman Financial Advisory, Inc.

Stephen Lehrmann (CRD# 4511356) is an Investment Advisor Representative working at Perryman Financial Advisory, Inc. in Cleburne, TX and has 1 year of experience in the finance industry.

Similar Advisors
Robert Schulz, financial advisor Cleburne TX
Robert R. Schulz
CRD# 2664834
Schulz Wealth, Ltd.
Similar Advisors
David Alley, financial advisor Cleburne TX
David M. Alley
CRD# 3175817
First Command Advisory Services
Similar Advisors
Richard Amelon, financial advisor Cleburne TX
Richard R. Amelon
CRD# 1377530
First Command Advisory Services
Company Name Location Dates Years
Perryman Financial Advisory, Inc. Dallas, TX Oct 2010 - Current 7
Gilliam Wharram & Company P.c. Cleburne, TX Nov 2005 - Current 12

Stephen Lehrmann has no recent exams reported.
Contact Info for Stephen G. Lehrmann
Phone Number: 972-770-4800
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.