VETTED

Jack Lehman

KMK Financial Group
Jack Lehman
Tel: 270-312-3365 211 Grandview Drive Suite 236 Fort Mitchell, KY 41017
A Key Part In Your Financial Well-Being
About Jack Lehman
Jack Lehman joined KMK financial in January 2025. Jack has a strong background in financial planning and prides himself on creating solutions to solve and plan for each client's unique financial needs. Currently studying for his CFP certification and a graduate of the University of Kentucky with a degree in finance, Jack enjoys sharing his knowledge with clients to help them better understand their personal financial situation.

As an Advisory Representative of Osaic Wealth, Jack's responsibilities are directed at fee-based planning and wealth management. Creating unique customized plans to help build a better future for his clients is one of Jack's passions.

Originally growing up in Elizabethtown, KY, Jack moved to the NKY area in 2025. In his free time, Jack enjoys spending time with friends and family, rooting on the University of Kentucky football and basketball teams, and cooking.
About KMK Financial Group
KMK Financial Group began with a vision from our founder, Nathan Key - a belief that financial guidance should be personal, transparent, and rooted in genuine care. When Nathan named the firm "KMK," he did so in honor of his two children, Kendall and Kameron - a reminder that every financial plan is ultimately about family, legacy, and building a secure future.

What started as a boutique practice dedicated to supporting families and business owners has grown into a full-service financial firm grounded in trust and long-standing relationships. From day one, Nathan set out to do more than manage wealth; he set out to empower people. Over the years, our team has helped clients navigate lifes milestones, protect what matters most, and plan with confidence.

Today, KMK Financial Group continues to evolve while staying true to the values that inspired its name: integrity, loyalty, and putting people first. We're proud to serve our community and honored to be a trusted partner in every client's financial journey.
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General Information
Name of Broker/Dealer:

OSAIC WEALTH, INC

States Licensed in:

KY

Number of Years with Current Firm:

3

Work with the following types of clients:

Businesses, Individual Investors

Advisory Services Provided:

Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Money Management

Qualifications & Memberships
Insurance and Annuity Licenses:

Health, Life

Services
Investment Types:

Commodities, Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs)

I provide a free initial consultation:

Yes

Preferred meeting methods
Can meet clients in the following ways:

Your Office, Phone, Our Office, Your Home, Video Conference

Compensation and Fees
Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$15k

Compensation Methods:

Based on Assets

3 Years of Experience
Compliance
Registered RepresentativeYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Office Hours
Monday9:00 AM - 6:00 PM
Tuesday9:00 AM - 6:00 PM
Wednesday9:00 AM - 6:00 PM
Thursday9:00 AM - 6:00 PM
Friday9:00 AM - 6:00 PM
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