Brian
Lehner
Strategic Blueprint, LLC
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About this Advisor
Brian Lehner is a financial advisor based in Perrysburg, Ohio, working with Strategic Blueprint, LLC. Brian has previously held positions at Vfg Securities, Inc, Vfg Advisors Inc, Berthel Fisher & Company Financial Services, Inc, Bfc Planning, Inc, The Strategic Financial Alliance, Inc, and Strategic Blueprint, LLC. Brian has passed the Series 66 regulatory exam and is registered to provide services in Ohio and Texas. Currently, Brian is part of Strategic Blueprint, LLC, which operates out of Perrysburg, Ohio. The firm has 27 offices and 57 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Strategic Blueprint, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strategic Blueprint, LLC Brokerage Details
$2,172,777,143
57
8,013
$271,157
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Brian Lehner Work History
The Strategic Financial Alliance, Inc
Strategic Blueprint, LLC
Bfc Planning, Inc
Berthel Fisher & Company Financial Services, Inc
Vfg Securities, Inc
Vfg Advisors Inc
Disclosures
Please visit the SEC profile of Brian Lehner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Blueprint, LLC
Atlanta, GA
Atlanta, GA
Greensboro, NC
Windermere, FL
Greensboro, NC
Charleston, SC
Peachtree Corners, GA
Watkinsville, GA
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