David Lehenbauer

Employer firm

Alera Investment Advisors, LLC CRD 287906

$5.29B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2023 → 08/2024
  Triad Advisors
  Norcross, GA
• 11/2013 → 02/2018
  Student
  Lemont, IL
• 03/2018 → 08/2019
  Cog Hill Golf Club
  Lemont, IL
• 09/2019 → 05/2023
  Student
  Bloomington, IN
• 05/2020 → 08/2021
  Ruth Lake Country Club
  Hinsdale, IL
• 02/2022 → 05/2023
  Bloomington Country Club
  Bloomington, IN
• 05/2022 → 08/2022
  Charles Schwab
  Chicago, IL
• 06/2023 → 09/2023
  Unemployed
  Lemont, IL
• 09/2023 → Present
  Alera Group
  Downers Grove, IL
• 08/2024 → Present
  Osaic Wealth, Inc.
  Downers Grove, IL

Other Businesses

1. Alera Group;investment related;Three Parkway North,Deerfield,IL 60015;corporation and parent company/employer;insurance producer;10/2/2023;160 hrs/month;130 hrs during trading;insurance producer in wealth services 2. Alera Investment Advisors; Investment related: yes; Three Parkway North, Suite 500, Deerfield, IL 60015; Nature or Structure of Business: Registered Investment Advisor; Position: IAR; Start date: 02/05/2024; hours per month: 160; securities trading hours all; Duties: IAR of Alera Investment Advisors (RIA) 3. ALERA GROUP POSITION: Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/25/2023 ADDRESS: Three Parkway North, Suite 500, Deerfield IL 60015, United States DESCRIPTION: I am a W-2 Employee of Alera Group 4. FIXED INSURANCE POSITION: Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/25/2023 ADDRESS: Three Parkway North, Suite 500, Deerfield IL 60015, United States DESCRIPTION: Fixed Insurance 5. ALERA INVESTMENT ADVISORS, LLC POSITION: Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/25/2023 ADDRESS: Three Parkway North, Suite 500, Deerfield IL 60015, United States DESCRIPTION: IAR of RIA

Exams

• S66 Uniform Combined State Law Examination
  2024-03-18

Other Names

• David Andrew Lehenbauer
• Dave Andrew Lehenbauer