Corey
Lehan

Mariner Wealth Advisors

CRD#6791975
Investment Advisor
in Cincinnati, OH

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About this Advisor

Corey Lehan is a certified financial planner based in Cincinnati, Ohio with 5 years of relevant experience. Lehan currently works for Mariner Wealth Advisors. During their career, the advisor has held roles at Florida State University, Ge Appliances, The Sweet Shop, Axa Advisors, LLC, Edward Jones, Student and Mariner Wealth Advisors. Lehan has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Kentucky and Ohio. Mariner Wealth Advisors is a financial advisory business operating out of Leawood, KS. It has offices in 68 locations and a total of 1,465 people on staff. It manages $66 billion in total assets among its 112,465 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 128 charities and foundations. Of its 112,465 client accounts, 34% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Mariner Wealth Advisors offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Financial management fee schedules typically depend on the type of services. Fees charged by Mariner Wealth Advisors likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

312 Walnut Street Suite 2300
Cincinnati, OH 45202

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Mariner Wealth Advisors Brokerage Details

Total Assets Under Management

$65,874,566,238

OH Average: $2,243,162,756
Total Number of Employees

1,465

OH Average: 44
Total Number of Accounts

112,465

OH Average: 4,091
Average Account Size

$585,734

OH Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Corey Lehan Work History

Corey has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Mariner Wealth Advisors

2017 - 2017 (< 1 year)

Axa Advisors, LLC

2017 - 2018 (1 year)

Edward Jones

2016 - 2016 (< 1 year)

Ge Appliances

2014 - 2017 (3 years)

Florida State University

2014 - 2015 (1 year)

The Sweet Shop

2007 - 2013 (6 years)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Corey Lehan 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 Mariner Wealth Advisors

James Cooper Iii
Tulsa, OK
Robert Glass
Mc Lean, VA
Elizabeth Harding
Leawood, KS
Niza Oun-Nguyen
Irvine, CA
Nancy Blanchette
Leawood, KS
Robert Butler
Atlanta, GA
S. Kyle Cantarella
Orlando, FL
Jonathon Bresnen
Cincinnati, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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