Michael Lehman | Bio
UICCU Wealth Management - Michael Lehman
Michael Lehman, CFP®, AIF®
Director of Advanced Planning | Wealth Advisor
Iowa City | email@example.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.
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.