wiseradvisor


Michael Lehman, CFP®
Focus Wealth Strategies

Tel: 813-305-0411
3419 Brook Crossing Drive
Brandon, FL 33511
Focus Wealth Strategies | Financial Advisor in Brandon ,FL

Focused on Your Future


About Michael Lehman

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.


About Focus Wealth Strategies

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.

Talk to an Advisor and GET ANSWERS   
      


General Information

Firm Start Year:   2007
No.of Employees:   10-19
Insurance License#:   A152710
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:   Non-Profit Organizations, Businesses, Individual Investors
Foreign Languages Serviced:   English
Advisory Services Provided:   Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Insurance Products & Annuities

Services

Investment Types:   Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Stocks, Bonds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Our Office, Your Home, Via Phone, Our Offices, Via Email, Video Conference, Your Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Variable Annuity, Long Term Care, Variable Life, Annuity

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $50,000
Fee % Based on Assets:   1.00
Hourly Rate:   $150
Additional Details on Charges:   Fee % Based on Assets declines as a % as the account grows larger.

Education

Master in Business Administration  - Finance   University of South Florida  - Tampa, FL
08/1994-12/1997
BS in Agriculture  - Animal Science   The Ohio State University  - Columbus, OH
9/1985-3/1989

FAQs

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.

SEE MORE  


Disclaimer

Securities and Advisory Services offered through LPL Financial, a registered investment adviser. Member SIPC www.sipc.org.

Compliance

Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

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

Social Networks

tweeter facebook linkedin
brokercheck

Nearby Financial Advisors View All Financial Advisors In Florida