Mike Lehman, MBA, CFP® is the CEO and a LPL Financial Advisor with Focus Wealth Strategies, LLC. In addition to overseeing daily operations and steering the firm's overall growth, Mike works closely with clients to create long-term, personalized financial plans that define their goals and designs portfolios that can help clients pursue their dreams.
A registered representative professional since 1994, Mike received a BS from The Ohio State University and his MBA from the University of South Florida. Mike earned his CERTIFIED FINANCIAL PLANNER" Professional designation in 2007. His professional registrations include Series 6, 7, 24, 66 held through LPL Financial, and a Florida Health, Life & Variable Annuity license.
Mike is actively involved at New Hope United Methodist Church in Brandon and is a member of the Brandon chapter of Partners in Network. Mike resides in Valrico, Florida with his wife Jill. He enjoys watching football and playing golf in his spare time.
At Focus Wealth Strategies, our primary focus is your future. As an office of LPL Financial, our goal is to help our clients and their families pursue their financial goals. As an independent, full-service investment firm, we offer our clients a complete range of investment services and products for both individuals and businesses. No matter what financial planning service we are providing we always keep the best interests of our clients as our top priority.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit http://www.lpl.com.
|Firm Start Year:||2007|
|Name of Broker/Dealer:||LPL Financial|
|Name of Custodial Firm:||LPL Financial|
|States Licensed in:||FL, CO, CT, DE, GA, IN, KY, MI, MS, NJ, NC, OH, PA, SC, TN, TX, VA, WI|
|Number of Years with Current Firm:||3|
|Work with the following types of clients:||Businesses, Individual Investors, Non-Profit Organizations|
|Foreign Languages Serviced:||English|
|Advisory Services Provided:||Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Insurance Products & Annuities, Investment Advice & Management, Financial Planning, Money Management|
|Investment Types:||Alternative Investments, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)|
|Can meet clients in the following ways:||Via Email, Via Phone, Your Office, Our Offices, Your Home, Our Office, Video Conference|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Life, Long Term Care, Variable Annuity, Variable Life|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$50,000|
|Fee % Based on Assets:||1.00|
|Additional Details on Charges:||Fee % Based on Assets declines as a % as the account grows larger.|
|Master in Business Administration - Finance||
University of South Florida - Tampa, FL
|BS in Agriculture - Animal Science||
The Ohio State University - Columbus, OH
Do you have a customer satisfaction or refund policy?
Initial meetings are at no charge. The initial meeting is intended to get to know one another better determining if our expertise matches your needs.
Why should I choose you as my financial advisor?
At Focus Wealth Strategies, our primary focus is your future. Our goal is to help our clients and their families pursue their financial goals. As an independent, full-service investment firm, we offer our clients a complete range of investment services and products for both individuals and businesses. No matter what financial planning service we are providing we always keep the best interests of our clients as our top priority.
How do you charge for your services?
As no one investment is right for everyone, no one fee structure is right for everyone. Our fee structure can take the form of commission, asset-based fee or hourly rate depending on the best fit for the client.
What services do you provide? What are your specialties?
As with most full-service investment firms, we offer a complete range of investment services and products including individual stocks and bonds, mutual funds, fixed and variable annuities, real estate investment trusts, and managed accounts, along with life, health, long-term care, and disability insurance. We also offer comprehensive Financial Planning including Education Planning, Retirement Income Planning and Estate Planning.
LPL ADV 2A
|Securities and Advisory Services offered through LPL Financial, a registered investment adviser. Member SIPC www.sipc.org.|
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
|Mon.||8:00 AM - 6:00 PM|
|Tue.||8:00 AM - 6:00 PM|
|Wed.||8:00 AM - 6:00 PM|
|Thu.||8:00 AM - 6:00 PM|
|Fri.||8:00 AM - 6:00 PM|
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