wiseradvisor

Michael Lehman, CFP®
LPL Financial

Tel: 813-305-0411
3419 Brook Crossing Drive
Brandon, FL 33511

Focused on Your Future

LPL Financial | Financial Advisor in Brandon ,FL

About LPL Financial

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.


General Information

Firm Start Year:   2007
No.of Employees:   10-19
Gender:   Male
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
I 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


Services

Investment Types:   Alternative Investments, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via Email, Via Phone, At your office, Our Offices, At your home, At my office, Video Conference


Qualifications & Memberships

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


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


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.
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Disclaimer

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

Michael Lehman

Michael Lehman

CFP®

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.

My Team

Tom Mitchell Tom Mitchell LPL Financial Advisor

Tom Mitchell serves as a LPL Financial Advisor with Focus Wealth Strategies, LLC. Before joining Focus Wealth Strategies, Tom was blessed with a 30-year career as a Commercial Banker providing consultative financial advice to owner managed businesses, professionals and real estate investors. As Tom and his wife, Rhonda have slowly moved toward being empty nesters, Tom felt a call to also assist other individuals moving into a new season of life. Tom has a B.S. degree in Finance from the Univer ...more

Kelly Prater Kelly Prater Operations Manager

Kelly is the Operations Manager for Focus Wealth Strategies, LLC. She began with Randy Allen's office in Bradenton in 2011 and now manages all of our locations helping to ensure everything runs smoothly for us and for our clients. Kelly has more than 20 years of customer service and management experience and holds a Florida Health, Life & Variable Annuity license. Kelly resides in Ellenton, Florida and enjoys spending her leisure time with her furry little family.

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 6:00 PM

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