Home Authors Posts by Brandon Lehman, CFP® | Director of Branch Development

Brandon Lehman, CFP® | Director of Branch Development

Brandon Lehman, CFP® | Director of Branch Development
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®).

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