Noah Lehman

BODEN WEALTH

LEMOYNE, PA 17043

CRD#: 8036023

Some features on this profile are disabled

Professional summary

Noah Lehman is a registered financial advisor currently at BODEN WEALTH located in Lemoyne, Pennsylvania.

Noah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Noah has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Noah 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®

None

Experience

Current

April 27, 2026 - Present

BODEN WEALTH

Office #1: 1027 Mumma Road, Lemoyne, PA 17043

RIA

CRD#: 340590

LEMOYNE, PA

Past

June 25, 2025 - April 28, 2026

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Lemoyne, PA

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

Pennsylvania
(4/27/2026)

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: 6/25/2025

Uniform Investment Adviser Law Examination

Current Firm

BODEN WEALTH

BODEN WEALTH | NI ACQUISITIONS COMPANY LLC

CRD#: 340590 / SEC#: 801-135817

RIA

Registered Investment Advisory firm - (4/9/2026 120-Day Approval)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1027 Mumma Road, Lemoyne, PA 17043

Mailing Address

Phone number

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BODEN WEALTH ADV PART 2A 3-10-2026 (3/10/2026)

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.

Similar Advisors

Stacey Pinski

AMERIPRISE FINANCIAL SERVICES, LLC

MINNEAPOLIS, MN

Ann Zuraw

ZURAW FINANCIAL ADVISORS, LLC

IAR

GREENSBORO, NC

Jose Lozano

STONEX FINANCIAL INC.

WINTER PARK, FL

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Noah Lehman

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BODEN WEALTH

KESTRA ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/25/2025

Current Firm

BODEN WEALTH

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

BODEN WEALTH

TRUST BUT VERIFY

Similar Advisors