Brandon Lehman, CFP®, AIF®
Director of Annex Private Client at Annex Wealth Management- Claim this Profile
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Bio
Experience
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Annex Wealth Management
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United States
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Investment Management
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100 - 200 Employee
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Director of Annex Private Client
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May 2023 - Present
Elm Grove, Wisconsin, United States
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Director of Branch Development
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Apr 2021 - May 2023
As Director of Branch Development, I am responsible for the growth and advancement of Annex's branch offices. I oversee relationships forged at individual branches and ensures every client is experiencing the Annex Wealth Management difference there.
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Branch Director
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Jul 2020 - Apr 2021
Elm Grove WI
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Wealth Manager
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Oct 2019 - Jul 2020
Elm Grove, WI
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United States Army Reserve
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United States
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Armed Forces
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700 & Above Employee
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Civil Affairs Officer
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Sep 2023 - Present
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Wisconsin Army National Guard
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United States
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Armed Forces
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400 - 500 Employee
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Company Commander
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Mar 2022 - Sep 2023
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Battalion Logistics Officer
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Mar 2021 - Mar 2022
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Engineer Officer-Platoon Leader
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Jan 2018 - Mar 2021
Onalaska WI Engineer Corps -Train and lead a platoon of 18 soldiers -Work with my chain of command to create the training schedule for the fiscal year and implement it -Responsible for the platoons issued equipment, including all vehicles, weapons and sensitive items
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Specialist
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Dec 2015 - Jan 2018
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Mariner Wealth Advisors
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United States
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Financial Services
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700 & Above Employee
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Wealth Advisor
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Aug 2018 - Oct 2019
Brookfield, Wisconsin -Collaborate with various retail clients to identify their financial objectives and provide investment solutions through cash flow planning, tax planning, estate planning, and investment discussions -Generate business leads and optimize corporate market share through referral partner program -Increase business bottom-line through organic client acquisition techniques along with recruit competent professionals to achieve regional growth objectives -Holistic financial planning with high… Show more -Collaborate with various retail clients to identify their financial objectives and provide investment solutions through cash flow planning, tax planning, estate planning, and investment discussions -Generate business leads and optimize corporate market share through referral partner program -Increase business bottom-line through organic client acquisition techniques along with recruit competent professionals to achieve regional growth objectives -Holistic financial planning with high net worth and ultra-high net worth clients Show less
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Russell Investments
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United States
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Financial Services
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700 & Above Employee
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Regional Investment Consultant
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Nov 2017 - Aug 2018
-Develop new relationships with Registered Investment Advisors, Family Offices, and Bank Trusts throughout the Upper Midwest -Partner with and grow the existing Russell Investments relationships in territory -Maintain a travel rotation throughout my assigned territory to meet with current and prospective clients -Orchestrating targeted marketing campaigns and updated customers with current and new business offerings -Organized firm meetings with RIAs and IARs to grow Russell… Show more -Develop new relationships with Registered Investment Advisors, Family Offices, and Bank Trusts throughout the Upper Midwest -Partner with and grow the existing Russell Investments relationships in territory -Maintain a travel rotation throughout my assigned territory to meet with current and prospective clients -Orchestrating targeted marketing campaigns and updated customers with current and new business offerings -Organized firm meetings with RIAs and IARs to grow Russell Investments market share throughout territory
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Divisional RIA Specialist-Western US
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Dec 2016 - Nov 2017
Greater Milwaukee Area -Grow and develop RIA relationships in the Western US through conference calls and in-person meetings -Work to enhance Russell Investments brand recognition throughout the independent advisory channel -Work with the regional teams to coordinate events and meeting schedules during my travels -Help to secure the proper operational components for RIAs to access Russell Investments through their custodians and TAMPs -Help support the Financial Planning practice of RIAs through client… Show more -Grow and develop RIA relationships in the Western US through conference calls and in-person meetings -Work to enhance Russell Investments brand recognition throughout the independent advisory channel -Work with the regional teams to coordinate events and meeting schedules during my travels -Help to secure the proper operational components for RIAs to access Russell Investments through their custodians and TAMPs -Help support the Financial Planning practice of RIAs through client seminars and CE events for RIA teams and personnel
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Internal Wholesaler
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Oct 2013 - Dec 2016
Greater Milwaukee Area -Covering Northern IL -Developed new relationships in the territory while also working to prospect and grow with new advisors in the Greater Chicago area -Territory travel regularly to meet with existing and new advisors and assist with client events -Industry conference presentations for Russell Investments
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Thrivent
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United States
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Financial Services
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700 & Above Employee
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Financial Consultant
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Feb 2009 - Oct 2013
Cedarburg, WI -Conducted training's sessions for new financial associates on developing business plans and creating schedules. -Grew market share in the greater Cedarburg area through marketing initiatives and implementation of referral techniques -Holistic financial planning with affluent and high net worth clients
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Education
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Wisconsin Lutheran College
BA, European History -
The American College of Financial Services
Certified Financial Planner