Leonard Lehmann (CRD# 3258623) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Kansas City, MO and has over 24 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gwfs Equities, Inc. | Overland Park, KS | Sep 2014 - Current | 9 |
| Jpmorgan Retirement Plan Services LLC | Kansas City, MO | Oct 2009 - Current | 14 |
| J.p. Morgan Institutional Investments Inc. | Kansas City, MO | Oct 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1999 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- KS
- MO
-
Total Assets Under Management134,279MILLIONS
-
Total Number of Accounts188,739ACCOUNTS
-
Average Account Value$711,454
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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