Lance Joseph Lechtenberg

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2002 → 09/2020
  Edward Jones
  St.LOuis, MO
• 09/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  El Dorado, KS
• 09/2020 → Present
  Raymond James Financial Services, Inc.
  El Dorado, KS
• 01/2026 → Present
  N/A
  El Dorado, KS

Previous Registrations

• 2007-06-01 → 2020-09-04
  Edward Jones
  El Dorado, KS
  El Dorado, KS

Other Businesses

(1)Name of Business: LJ Lechtenberg Investments LLC Address: 4366 SE US Hwy 77, El Dorado, KS, 67042, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/26/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Currently there is no real estate owned or rented. Simply holding cash \nCompany owns the commercial office space I rent to Edward Jones. My previous office before transition to Raymond James.\n-Sold the building in 2021 but will likely reinvest into additional rental property (2)Name of Business: LJ Lechtenberg Strategic Financial Partners LLC Address: 613 N Main St, El Dorado, KS, 67042, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/03/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner - Operate all aspects of our financial planning business

Exams

• S66 Uniform Combined State Law Examination
  2007-05-30
• S63 Uniform Securities Agent State Law Examination
  2002-10-30

Designations

• Certified Financial Planner