Tuesday, December 6, 2022
36.4 F
Milwaukee
Home Authors Posts by Brandon Lehman, CFP® | Director of Branch Development

Brandon Lehman, CFP® | Director of Branch Development

3 POSTS 0 COMMENTS
Brandon Lehman is the Director of Branch Development at Annex Wealth Management. As Director of Branch Development, Brandon is responsible for the growth and advancement of Annex’s branch offices. He oversees relationships forged at individual branches and ensures every client is experiencing the Annex Wealth Management difference there. Brandon has over 10 years of financial services experience working with clients and advisors alike. He has spent the majority of his career working with clients to help them reach their financial objectives with a focus on outcomes. Prior to Annex, Brandon worked as a Wealth Advisor for a national RIA, Investment Consultant for a global asset management firm and a financial consultant for a national insurance and investment firm. Brandon graduated from Wisconsin Lutheran College in 2009 with a degree in history and political science. He passed the General Securities Representative (Series 7), and the Uniform Combined State Law (Series 66) and is a Certified Financial Planner (CFP®) and an Accredited Investment Fiduciary (AIF®).

Give yourself a gift of confidence

2021 isn’t over. So, before you wave goodbye to the trials and gains of the past year, consider opportunities you could embrace as you...

Your tax planning just got more complex

While we’ve experienced upheaval and change in many areas this year, one arena has garnered much anxiety and little clarity – the tax landscape....

Planning adds more than just financial stability

Financial planning sounds ominous, cold, and for some, threatens to include exposing parts of your life you’d rather not address. Plus, it feels like...

Most Popular Articles

Biz Videos