Michael Earl Lehman

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

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

• 03/1992 → Present
  Iowa State Bank & Trust
  Iowa City, IA
• 02/2014 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2002-10-28 → 2014-02-04
  Lpl Financial Llc
  Iowa City, IA
  Iowa City, IA
  Iowa City, IA

Other Businesses

1. CPO and Part Owner, United Iowa Financial, Inc., a private entity established to facilitate securities, advisory, and insurance business; As of 4/29/19; More than 95% time spent during regular business hours; Conducted at branch; Investment related. 2. Fixed insurance sales, as an Agent, under the name United Iowa Financial; Conducted at branch; Investment related. 3. Co-Owner, MOU Property, LLC, a real estate holding company; Not conducted at branch; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-01-30

Designations

• Certified Financial Planner