About | Free Trial

Last Update

2016-05-17T00:00:00.000Z

This profile was last updated on .

Is this you? Claim your profile.

Wrong Michael Lehman?

Mr. Michael Lehman E.

Director of Advanced Planning

UICCU Wealth

Direct Phone: (319) ***-****       

Email: m***@***.com

Get ZoomInfo Grow

+ Get 10 Free Contacts a Month

I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

UICCU Wealth

825 Mormon Trek Boulevard

Iowa City, Iowa 52246

United States

Company Description

UICCU Wealth Mangement provides access to unbiased financial strategies and investment advice, based on a thorough understanding of your unique circumstances and philosophy about wealth. ... more

Find other employees at this company (6)

Background Information

Employment History

University of Iowa

Lehman & Martin LLC

Vice President

LPL Financial Services

Affiliations

Wealth Advisor
University of Iowa Community Credit Union

Volunteer and Board Member
Mayor's Youth Empowerment Program , Table

Education

Graceland College

Web References (9 Total References)


UICCU Wealth Management - Our Team

www.uiccuwealthmanagement.com [cached]

Michael Lehman

...
Michael Lehman, CFP®, AIF® Director, Advanced Planning 319.358.5632


UICCU Wealth Management - Michael Lehman

www.uiccuwealthmanagement.com [cached]

Michael Lehman | Bio UICCU Wealth Management - Michael Lehman

About Us
Michael Lehman
...
Michael Lehman, CFP®, AIF® Director of Advanced Planning | Wealth Advisor Iowa City | mlehman@uiccuwealthmanagement.com | 319.358.5632
Michael serves as the Director of Advanced Planning for UICCU Wealth Management. Michael has served as a Wealth Advisor for more than two decades helping clients with investment management, retirement planning, retirement plan design, education planning, insurance planning, wealth transfer, and estate planning. A graduate of Graceland College, Michael is a CERTIFIED FINANCIAL PLANNERTM Professional and an Accredited Investment Fidiciary® Designee through fi360® Global Fiduciary Insights. Additionally, Michael holds FINRA Series 6, 62, and 63 securities registrations with Commonwealth Financial Network®, as well as life and health insurance licenses*, including long-term care.
Michael has served as a volunteer and past board member with local organizations, including Mayor's Youth Empowerment Program, Table to Table, and the BPO Elks Lodge.


Home | INDEX: L | The Greater Brandon Chamber of Commerce

brandonchamber.com [cached]

Mr. Michael Lehman CFP 10150 Highland Manor Dr. Ste. 200 Tampa, Florida 33610-9712 Phone: (813) 314-2361


Community of Christ

www.rlds.org [cached]

Michael Lehman University of Iowa


Community of Christ

www.cofchrist.org [cached]

Michael Lehman University of Iowa

Similar Profiles

Other People with this Name

Other people with the name Lehman

Lindsey Lehman
Summit Properties

Ellen Lehman
The Community Foundation of Middle Tennessee Inc

Darrin Lehman
UBC

Phil Lehman
Experience Florida , Inc.

John Lehman
BoardVice

Browse ZoomInfo's Business Contact Directory by City

Browse ZoomInfo's
Business People Directory

Browse ZoomInfo's
Advanced Company Directory