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Credentials
Series 63, Series 66
Experience Industry experience
21 years
Location
Red Feather Lakes, CO
Western Wealth Management LLC
Multi-team
Deana Lehman is a financial advisor with Western Wealth Management LLC, holding Series 63 and Series 66 credentials and 20 years of industry experience. She previously worked at LPL Financial, LLC, Northwestern Mutual Investment Management, and Brian R Cunningham. Western Wealth Management LLC serves a broad client base including individuals, charitable and corporate entities, and pension plan sponsors through comprehensive portfolio management, financial planning, and institutional investment management. The firm operates as a decentralized network of advisors, offering a range of investment strategies and access to multiple advisory programs.
Based on Western Wealth Management LLC
Based on Western Wealth Management LLC
Flat fees ranging from $100 to $10,000 for financial planning and consulting services; flat fees up to 2.5% of AUM may also be applied for portfolio management in certain circumstances.
$0+: Up to 3.0% annually for Comprehensive Portfolio Management (maximum) - negotiable and may be flat fee or percentage-based $10,000 - $249,999: Up to 2.5% annually for LPL Optimum Market Portfolios Program (OMP) $250,000+: Up to 2.5% annually for LPL Personal Wealth Portfolios Program (PWP) $10,000+: Up to 2.5% annually for LPL Model Wealth Portfolios Program (MWP) $50,000+: Up to 3.0% annually for LPL Manager Access Select Program (MAS) $100,000+: Up to 3.0% annually for LPL Manager Access Network (MAN) $5,000+: 1.4% annually for LPL Guided Wealth Portfolios Program (GWP)
Some IARs are registered representatives of LPL and may earn commissions on securities sales.
$100 to $1,000 per hour for financial planning and consulting services.
Account minimum: $5,000 Fee-only: Financial planning fees range from $100 to $10,000 flat fee; hourly fees range from $100 to $1,000 per hour; ongoing fees available with automatic renewals.
Red Feather Lakes, CO
Red Feather Lakes CO
Advisors at this office
1
Colorado
21 years of industry experience
LPL Financial, LLC
2025 - Present • 1 year
Golden, CO
Retired
2025 - 2025 • 1 year
Red Feather Lakes, CO
LPL Financial, LLC
2017 - 2025 • 8 years
Red Feather Lakes, CO
Northwestern Mutual Investment Management
2012 - 2017 • 5 years
Denver, CO
Brian R Cunningham
2012 - 2017 • 5 years
Denver, CO
LPL Financial
2008 - 2010 • 2 years
Wells Fargo Investments, Llc
2007 - 2008 • 1 year
Lakewood, CO
LPL Financial
2007 - 2008 • 1 year
Uvest Financial Services Group, Inc.
2005 - 2007 • 2 years
Wichita, KS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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