Brian W. Lahr

ONE LIFE FINANCIAL GROUP

White Bear Lake, MN

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CRD#: 4672331

Professional summary

Brian Westfall Lahr is a registered financial advisor currently at ONE LIFE FINANCIAL GROUP, INC. located in White Bear Lake, Minnesota.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Brian has worked at 6 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Lahr Family Farms; non-investment related; White Bear Lake, MN; farming; owner; started 03/2018; less than 3% of time. Clover Financial Technologies, LLC; Investment Related:No;6922 125th St N White Bear Lake, MN 55110;Technology; 08/2018; Managing Member; Approximately 4 hours a month; 1 during trading hours; -Provide financial life management technology to help people manage their cash flow, work with developer and contractors to create solutions for clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Westfall Lahr's 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®

None

Experience

Current

December 23, 2015 - Present

ONE LIFE FINANCIAL GROUP, INC.

RIA

CRD#: 281792

White Bear Lake, MN

Past

January 29, 2014 - December 28, 2015

ADVISORNET WEALTH PARTNERS

RIA

CRD#: 113074

MINNEAPOLIS, MN

Past

January 8, 2014 - December 28, 2015

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

MINNEAPOLIS, MN

Past

April 30, 2012 - December 28, 2015

CETERA WEALTH SERVICES, LLC

CRD#: 13572

MINNEAPOLIS, MN

Past

January 12, 2007 - December 31, 2007

MARATHON ADVISORS, INC

RIA

CRD#: 113696

MINNEAPOLIS, MN

Past

July 29, 2003 - May 1, 2012

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

MINNEAPOLIS, MN

Past

July 29, 2003 - May 1, 2012

CRI SECURITIES, LLC

CRD#: 22589

MINNEAPOLIS, MN

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.

Highlighted states indicate IAR registrations

IAR

Iowa
(8/9/2016)

IAR

Minnesota
(12/23/2015)

IAR

South Carolina
(9/21/2018)

IAR

Texas
(6/14/2016)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/14/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/2/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/28/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/28/2003

General Securities Representative Examination

Current Firm

ONE LIFE FINANCIAL GROUP, INC.

CRD#: 281792 / SEC#:

Iowa

Registered Investment Advisory firm - (8/9/2016 Approved)

Louisiana

Registered Investment Advisory firm - (12/31/2019 Terminated)

Minnesota

Registered Investment Advisory firm - (11/30/2015 Approved)

South Carolina

Registered Investment Advisory firm - (9/21/2018 Approved)

Texas

Registered Investment Advisory firm - (6/14/2016 Conditional Restricted)

Wisconsin

Registered Investment Advisory firm - (1/20/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

White Bear Lake, MN

Mailing Address

Phone number

(763) 251-8040

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	537
AUM (Assets Under Management)	$ 98,775,736

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 W. Lahr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Westfall Lahr's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVISORNET WEALTH PARTNERS

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

MARATHON ADVISORS, INC

SECURIAN FINANCIAL SERVICES, INC.

CRI SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/14/2016

Series 66

Date: 9/2/2003

SIE

Date: 12/28/2015

Series 7

Date: 7/28/2003

Current Firm

ONE LIFE FINANCIAL GROUP, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ONE LIFE FINANCIAL GROUP, INC.

TRUST BUT VERIFY

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