Andrew J. Lehman

INSPIRE ADVISORS

Columbus, OH 43235

CRD#: 5706352

Professional summary

Andrew James Lehman, CFP®, who also goes by Drew Lehman, is a registered financial advisor currently at INSPIRE ADVISORS, LLC located in Columbus, Ohio.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Andrew has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Estate Planning

Retirement Planning

Investment Planning

Education Planning

Insurance Planning

Comprehensive Financial Planni...

Are you a "fiduciary"?

Yes

Aliases

Drew Lehman

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.

11/2009 Independent Licensed Insurance Agent; Investment Related; Columbus, OH; Life, Health, Accident

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew James Lehman'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: 2013

Experience

Current

November 2, 2021 - Present

INSPIRE ADVISORS, LLC

Office #1: 355 E. Campus View Blvd. Suite 290, Columbus, OH 43235

RIA

CRD#: 300279

Columbus, OH

Past

November 1, 2018 - November 23, 2021

EDELMAN FINANCIAL ENGINES

RIA

CRD#: 104510

DUBLIN, OH

Past

August 10, 2016 - November 1, 2018

EDELMAN FINANCIAL SERVICES, LLC

CRD#: 300279 / SEC#: 801-114673

RIA

Registered Investment Advisory firm - (2/8/2019 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.

Highlighted states indicate IAR registrations

IAR

Ohio
(11/2/2021)

IAR

Texas
(4/26/2024)

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 66

Date: 9/25/2009

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: 8/26/2009

General Securities Representative Examination

Current Firm

INSPIRE ADVISORS, LLC

CRD#: 300279 / SEC#: 801-114673

RIA

Registered Investment Advisory firm - (2/8/2019 Approved)

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Contact information

Main Address

3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646

Mailing Address

Phone number

(877) 859-6383

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (43 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INSPIRE ADVISORS, LLC ADV BROCHURE (11/10/2025)

Regulatory assets under management

Total Number of Accounts	8,363
AUM (Assets Under Management)	$ 1,033,380,628

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

Andrew J. Lehman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew James Lehman's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDELMAN FINANCIAL ENGINES

EDELMAN FINANCIAL SERVICES, LLC

RETIREONE INVESTMENT SERVICES, LLC

HAMILTON CAPITAL

EDELMAN FINANCIAL SERVICES, LLC

SANDERS MORRIS LLC

KEY INVESTMENT SERVICES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

CREATIVE FINANCIAL SOLUTIONS, LLC

WRP INVESTMENTS, INC.

Primary Firm SEC Registration

INSPIRE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/25/2009

SIE

Date: 10/1/2018

Series 7

Date: 8/26/2009

Current Firm

INSPIRE ADVISORS, LLC

Contact information

SEC notice filing (43 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INSPIRE ADVISORS, LLC

TRUST BUT VERIFY

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