David Lehenbauer (CRD# 7538690) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Deerfield, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Triad Advisors | Norcross, GA | Sep 2023 - Current | < 1 |
Alera Group | Downers Grove, IL | Sep 2023 - Current | < 1 |
Unemployed | Lemont, IL | Jun 2023 - Sep 2023 | < 1 |
Bloomington Country Club | Bloomington, IN | Feb 2022 - May 2023 | 1 |
Student | Bloomington, IN | Sep 2019 - May 2023 | 3 |
Charles Schwab | Chicago, IL | May 2022 - Aug 2022 | < 1 |
Ruth Lake Country Club | Hinsdale, IL | May 2020 - Aug 2021 | 1 |
Cog Hill Golf Club | Lemont, IL | Mar 2018 - Aug 2019 | 1 |
Student | Lemont, IL | Nov 2013 - Feb 2018 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- IL
-
Total Assets Under Management2,732MILLIONS
-
Total Number of Accounts3,323ACCOUNTS
-
Average Account Value$822,251
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
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