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Wrong Michael Lehman?

Mr. Michael E. Lehman

Director of Advanced Planning

UICCU Wealth

Direct Phone: (319) ***-****       

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

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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 (7)

Background Information


Wealth Advisor
University of Iowa Community Credit Union

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


Graceland College

Web References (5 Total References)

UICCU Wealth Management - Our Team [cached]

Michael Lehman

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

UICCU Wealth Management - Michael Lehman [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 | | 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 [cached]

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

Community of Christ [cached]

Michael Lehman University of Iowa

Michael Lehman, ... [cached]

Michael Lehman, CFP®Vice President &LPL Financial Advisor319-356-5963

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