Leonard Carl Lehmann
Advisor at Empower Advisory Group — Kansas City, MO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
24 years
Location
Kansas City, MO
Empower Advisory Group
Enterprise
Leonard Lehmann is a financial advisor with Empower Advisory Group in Kansas City, MO, holding Series 63 and Series 65 credentials and 24 years of industry experience. His work history includes roles at GWFS Equities, Inc., J.P. Morgan Retirement Plan Services LLC, J.P. Morgan Institutional Investments Inc., American Century Advisory Services, Inc., and Equitable Advisors. Outside of his advisory work, he engages in freelance photography for Park Hill High School. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm utilizes an integrated service model linked to Empower’s administrative platforms, focusing on long-term portfolio management and serving a large participant base relative to advisor count.
Based on Empower Advisory Group
Based on Empower Advisory Group
One-time fees: $199, $299, $399, or $499 depending on enrollment and plan; Monthly subscription fees: $15 or $29 depending on enrollment
Monthly subscription fees of $15 or $29 depending on enrollment; One-time fees as noted above
Kansas City, MO
Kansas City MO
Advisors at this office
13
Missouri
24 years of industry experience
GWFS Equities, Inc.
2014 - Present • 12 years
Overland Park, KS
Jpmorgan Retirement Plan Services Llc
2009 - Present • 17 years
Kansas City, MO
J.P. Morgan Institutional Investments Inc.
2009 - 2011 • 2 years
Kansas City, MO
American Century Advisory Services, Inc.
2005 - 2008 • 3 years
Kansas City, MO
Equitable Advisors
2000 - 2004 • 4 years
Overland Park, KS
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Trust company
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
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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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