Brandon Lehman

Current Employers

Employment History

• 10/2013 → 08/2018
  Russell Investment Management Company
  Seattle, WA
• 10/2013 → 08/2018
  Russell Financial Services, Inc.
  Milwaukee, WI
• 08/2018 → 10/2019
  Mariner Wealth Advisors
  Chicago, IL
• 10/2019 → 05/2026
  Annex Welath Management
  Elm Grove, WI
• 05/2026 → Present
  Merit Financial Advisors
  Alpharetta, GA

Previous Registrations

• 2019-10-28 → 2026-01-29
  Annex Wealth Management, Llc
  Brookfield, WI
• 2018-08-20 → 2019-10-01
  Mariner
  Chicago, IL
• 2013-10-10 → 2018-08-30
  Russell Investments
  Milwaukee, WI
• 2009-05-08 → 2013-10-14
  Thrivent Investment Management Inc.
  Waukesha, WI
  Cedarburg, WI
  Milwaukee, WI
  Waukesha, WI
  Germantown, WI

Other Businesses

US Army Reserve; Not investment-related; 4655 Lexington Ave N; Serve as a Reserve Civil Affairs Officer in the Army Reserve; Team Chief; 2015-12-11; 16 hours monthly; 0 hours during securities trading hours; I am a Reserve Civil Affairs Officer in the Army Reserves doing my one weekend a month, two weeks a year JB Manufacturing; Not investment-related; 1355 Blazing Star Ct, Oconomowoc, WI 53066; I own a very small Cerakote Business where we coat projects for people and businesses; Vice President; 2021-04-01; 30 hours monthly; 0 hours during securities trading hours; I own a very small business with a friend where we do Cerakoting. Done on the weekends as a hobby business.

Exams

• S66 Uniform Combined State Law Examination
  2009-05-07

Designations

Other Names

• Brandon Michael Lehman