Brian M. Lehner

CETERA INVESTMENT ADVISERS LLC

PERRYSBURG, OH 43551

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CRD#: 1985449

Professional summary

Brian Michael Lehner, CFP®, who also goes by Brian M Lehner, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Perrysburg, Ohio and CETERA WEALTH SERVICES, LLC located in Perrysburg, Ohio.

Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Brian has worked at 18 firms and has passed the Series 66, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian M Lehner

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. NAME OF OTHER BUSINESS: LEHNER SHOPE WEALTH GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR INVESTMENT BUSINESS; START DATE: 04/2021; POSITION/TITLE/RELATIONSHIP: MANAGING PARTNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: ACT AS ONE OF THE TWO MANAGING PARTNERS FOR THE DBA; 2. NAME OF OTHER BUSINESS: LEHNER SHOPE LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: PAYROLL LLC WE RUN ALL PAYROLL THROUGH; START DATE: 01/2019; POSITION/TITLE/RELATIONSHIP: PRESIDENT, MANAGING PARTNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: LLC WE RUN PAYROLL THROUGH FOR OUR EMPLOYEES;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Michael Lehner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

April 1, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 900 W South Boundary Bldg 5b, Perrysburg, OH 43551Office #2: 1201 30th Street Nw Suite 201b, Canton, OH 44709

RIA

CRD#: 105644

PERRYSBURG, OH

Current

March 31, 2025 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 900 W South Boundary Bldg 5b, Perrysburg, OH 43551Office #2: 1201 30th Street Nw Suite 201b, Canton, OH 44709

CRD#: 13572

PERRYSBURG, OH

Past

September 13, 2019 - April 1, 2025

STRATEGIC BLUEPRINT, LLC

RIA

CRD#: 284840

PERRYSBURG, OH

Past

August 19, 2019 - April 1, 2025

THE STRATEGIC FINANCIAL ALLIANCE, INC.

CRD#: 126514

PERRYSBURG, OH

Past

September 18, 2017 - September 16, 2019

BFC PLANNING, INC.

RIA

CRD#: 119682

Perrysburg, OH

Past

June 24, 2015 - September 16, 2019

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA

CRD#: 13609

Perrysburg, OH

Past

June 23, 2015 - September 13, 2019

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

Perrysburg, OH

Past

October 14, 2011 - June 25, 2015

VFG ADVISORS, INC.

RIA

CRD#: 150370

perrysburg, OH

Past

October 10, 2011 - June 23, 2015

VFG SECURITIES, INC.

CRD#: 15121

PERRYSBURG, OH

Past

August 29, 2011 - August 17, 2012

SUN SHINE INVESTMENT CONSULTANTS, LLC

RIA

CRD#: 153200

PERRYSBURG, OH

Past

October 18, 2010 - August 16, 2011

W&S BROKERAGE SERVICES, INC.

CRD#: 8099

HOLLAND, OH

Past

February 3, 2010 - July 21, 2010

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

PERRYSBURG, OH

Past

February 2, 2010 - July 21, 2010

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

PERRYSBURG, OH

Past

December 4, 2000 - March 10, 2010

LPL FINANCIAL LLC

RIA

CRD#: 6413

TIFFIN, OH

Past

October 9, 2000 - March 10, 2010

LPL FINANCIAL LLC

CRD#: 6413

TIFFIN, OH

Past

June 1, 1999 - October 17, 2000

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

January 22, 1996 - June 7, 1999

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

December 9, 1991 - January 26, 1996

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

CRD#: 5181

BOSTON, MA

Past

December 9, 1991 - January 26, 1996

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Past

September 6, 1989 - December 5, 1989

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(3/31/2025)

California
(3/31/2025)

Colorado
(3/31/2025)

Florida
(3/31/2025)

Georgia
(3/31/2025)

Illinois
(3/31/2025)

Indiana
(4/16/2025)

Kentucky
(3/31/2025)

Maryland
(3/31/2025)

Michigan
(3/31/2025)

Nevada
(3/31/2025)

North Carolina
(4/1/2025)

Ohio
(4/1/2025)

IAR

Ohio
(4/1/2025)

Pennsylvania
(3/31/2025)

South Carolina
(4/9/2025)

Tennessee
(3/31/2025)

Texas
(3/31/2025)

IAR

Texas
(8/8/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/14/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/17/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/5/1989

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/6/2000

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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Contact information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Mailing Address

Phone number

(310) 257-7880

Established

Firm type

Fiscal year end

# of Employees

7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584,487
AUM (Assets Under Management)	$ 163,792,814,520

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Brian M. Lehner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Michael Lehner's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

STRATEGIC BLUEPRINT, LLC

THE STRATEGIC FINANCIAL ALLIANCE, INC.

BFC PLANNING, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

VFG ADVISORS, INC.

VFG SECURITIES, INC.

SUN SHINE INVESTMENT CONSULTANTS, LLC

W&S BROKERAGE SERVICES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

INVEST FINANCIAL CORPORATION

FSC SECURITIES CORPORATION

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

SIGNATOR INVESTORS, INC.

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/14/2001

SIE

Date: 10/1/2018

Series 7

Date: 6/17/2000

Series 6

Date: 9/5/1989

Series 24

Date: 12/6/2000

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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