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This profile was last updated on 10/7/14  and contains information from public web pages and contributions from the ZoomInfo community.

Director of Advanced Planning

Local Address: Iowa, United States
UICCU Wealth
 
Background

Employment History

  • Director of Advanced Planning, Wealth Advisor
    UICCU Wealth

Board Memberships and Affiliations

Education

  • Graceland College
Web References
Michael Lehman | ...
www.uiccuwealthmanagement.com, 7 Oct 2014 [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.
Michael ...
www.uiccuwealthmanagement.com, 7 Oct 2014 [cached]
Michael Lehman
...
Michael Lehman, CFP®, AIF® Director of Advanced Planning 319.358.5632
Financial Planners | The Greater Brandon Chamber of Commerce
brandonchamber.com, 1 April 2008 [cached]
Mr. Michael Lehman CFP 10150 Highland Manor Dr. Ste. 200 Tampa, Florida 33610-9712 Phone: (813) 314-2361
Michael Lehman, ...
isbt.com, 1 Jan 2007 [cached]
Michael Lehman, CFP®Vice President &LPL Financial Advisor319-356-5963
Young Adult Ministries
www.cofchrist.org, 1 Jan 2010 [cached]
Michael Lehman University of Iowa
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