Lance Ivan Lehman

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/2007 → 10/2021
  Fisher Investments
  Woodside, CA
• 11/2021 → 12/2022
  Ars Wealth Advisors Group, Llc
  St. Petersburg, FL
• 01/2023 → 02/2026
  Atomi Financial Group Dba Compound Planning
  Land O Lakes, FL
• 02/2026 → Present
  Farther
  Land O Lakes, FL

Previous Registrations

• 2023-02-01 → 2026-03-03
  Compound Planning, Inc.
  Tampa, FL
  New York, NY
• 2021-11-23 → 2023-01-05
  Ars Wealth Advisors
  St. Petersburg, FL
• 2007-09-19 → 2021-10-27
  Fisher Investments
  Camas, WA
  Plano, TX
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-12
• S63 Uniform Securities Agent State Law Examination
  2002-10-25

Designations

• Certified Financial Planner

Other Names

• Lance I Lehman