Kristian Heinz Lehner

Current Employers

Employment History

• 05/2004 → Present
  Drake, Lehner & Morgan L.L.C.
  Burlington, NJ
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Burlington, NJ
• 06/2004 → Present
  Kestra Investment Services, Llc
  Burlington, NJ

Previous Registrations

• 2004-09-22 → 2007-01-25
  Principal Securities, Inc.
  Burlington, NJ
  Burlington, NJ
• 2003-03-17 → 2004-01-21
  Hornor, Townsend & Kent, Llc
  Bala Cynwyd, PA
• 2002-10-10 → 2003-02-28
  Principal Securities, Inc.
  Mount Laurel, NJ

Other Businesses

Business Name: Drake, Lehner & Morgan, LLC Investment Related: Yes Address: 442 High Street Burlington NJ 08016 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Other,member Start Date: 1/1/2003 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: Sell insuranceBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory servicesBusiness Name: Immanuel Presbyterian Church Investment Related: No Address: 51 Wentwood Court Medford NJ 08055 Nature of Business: Other Other/None of the Above bookkeeping for the church, banking functions Position, Title or Relationship: Treasurer Start Date: 11/13/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: bookkeeping for the church, banking functions

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-04-02
• S63 Uniform Securities Agent State Law Examination
  1997-12-15

Designations

Other Names

• Kris Lehner