Lawrence Lehman

Current Employers

Employment History

• 12/2004 → 07/2020
  Lehman Tax Service, Inc.
  Oak Lawn, IL
• 10/2006 → 07/2020
  Oak Lawn Chamber Of Commerce
  Oak Lawn, IL
• 11/2012 → 07/2020
  Southland Accounting & Tax, Ltd.
  Oak Lawn, IL
• 08/2015 → 09/2025
  Avantax Investment Services, Inc.
  Orland Park, IL
• 10/2012 → 08/2025
  Lehman & Assoc.
  Lemont, IL
• 01/2018 → Present
  Lehman Properties Llc
  Lemont, IL
• 02/2021 → 09/2025
  Avantax Advisory Services
  Orland Park, IL
• 10/2012 → 08/2025
  Lemont Accounting & Tax, Ltd
  Lemont, IL
• 09/2020 → Present
  Wealth Management Reps
  Oak Forest, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Orland Park, IL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-02-01 → 2025-09-05
  Avantax Advisory Services
  Lemont, IL

Other Businesses

1) Lehman Properties LLC 805 State Street Lemont IL 60439 Rental Property Other 1/1/2018~1hrs~1hrs~Make all management decisions regarding the operation of the commercial building. 2) ALPINE HEIGHTS HOMEOWNERS ASSOCIATION POSITION: Board Member NATURE: I am a member of the Board of Directors of the homeowners association in which I reside. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 805 State Street, Lemont IL 60439, DESCRIPTION: I participate, along with the other Board members, in the decision making process of issues related to our homeowners' subdivision, such a approval of contracts, determination of assessments and approval of homeowners requests. 3) THE DANIEL STRADA FOUNDATION POSITION: Board Member NATURE: Non-profit private charitable foundation INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 215 Clermont, Lake Mary FL 32746, DESCRIPTION: I am one of the Board Members. This organization is newly established with minimal activity. I have no job responsibilities nor spend any time with this organization at this time. This organization was established in the name of my cousin's departed son, with hope that someday it will provide assistance to families of hospitalized children. 4) LEHMAN FINANCIAL LTD. POSITION: Owner NATURE: This will be an administration service company supporting my investment and advisory services. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2022 ADDRESS: 805 State Street, Lemont IL 60439, United States DESCRIPTION: This entity will provide the office administration functions to support my operations. 5)Wealth Management Reps; Member; Wealth Management Reps is an exclusive ?group of solely registered representatives and advisors who combine our efforts for marketing and education purposes.  Wealth Management Reps is a marketing group to provide solely products and services.; IR; 40; 09/23/2020; 14930 S. Cicero Ave. Oak Forest IL 60452; As a group of reps we combine our production and collaborate on investment product ideas and marketing.  We meet monthly to discuss new products, changes and share best practices. We launch collective marketing campaigns.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-01-29
• S63 Uniform Securities Agent State Law Examination
  2006-12-02

Designations

Other Names

• Larry Lehman