Cfp® Brandon Lehman Aif®

Brandon Lehman has a diverse work experience spanning several industries. Brandon currently holds the position of Director of Annex Private Client at Annex Wealth Management, where they are responsible for overseeing relationships at branch offices and ensuring an exceptional client experience. Prior to this role, they served as the Director of Branch Development and Branch Director at the same company.

Brandon also has a background in the military, having served as a Civil Affairs Officer in the United States Army Reserve and as a Company Commander and Battalion Logistics Officer in the Wisconsin Army National Guard. Brandon also held positions as an Engineer Officer-Platoon Leader and Specialist during their tenure in the National Guard.

Additionally, Brandon has worked in the finance industry, serving as a Wealth Advisor at Mariner Wealth Advisors and as a Financial Consultant at Thrivent. Brandon also has experience at Russell Investments, where they held various roles including Regional Investment Consultant and Internal Wholesaler. Overall, Brandon's work experience showcases their expertise in wealth management, branch development, and military leadership.

Brandon Lehman, CFP®, AIF® began their education at Wisconsin Lutheran College from 2005 to 2009, where they earned a Bachelor's degree in European History. Afterward, they pursued further education at The American College of Financial Services from 2015 to 2017, obtaining their Certified Financial Planner (CFP) certification. In the same year, they also obtained the Accredited Investment Fiduciary (AIF) certification from Fi360.