Brian M. Lehner is a Managing Partner at Lehner Shope Capital Wealth Group. Brian brings over 30 years of experience in portfolio design and diversification. CERTIFIED FINANCIAL PLANNER™ Practitioners are one of our nation’s foremost professional educational and support organizations in the area of financial planning.He offers informational seminar programs that assist and educate clients in taking a more commonsense approach to the economy, investing, and what lies ahead. With more than 25 years of experience in portfolio design, Brian has a unique view on managing a portfolio and understands that cash flow is often the primary concern for most retirees. Each portfolio is built knowing that income can be the driving force, not necessarily stock market performance.Brian is series 7, 24 and 66 registered and is also Life, Accident, Health and Annuity Insurance Licensed. He is a graduate of the National Institute of Certified Estate Planners®, receiving his Certified Estate Planner ™ (CEP®) designation. Brian obtained a Certification in Financial Planning from Bowling Green State University and a degree in Economics from the University of Iowa.*https://www.cfp.net/become-a-cfp-professional/a-career-in-demand/research-shows-benefits-of-cfp-certificationSecurities offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA/SIPC. Advisory services offered through Strategic Blueprint, LLC. SFA and Strategic Blueprint are affiliated through common ownership but otherwise unaffiliated with Lehner Carrol Shope Capital Management.Investments in securities involve risk, including loss of principal invested.We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account, or transaction information anywhere on this site

Managing Partner for the Berthel Fisher branch of The Lehner Carroll Capital Management. Reach us at 419-794-4700.Investment Advisor Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Lehner Carroll Capital Management is independent of BFCFS.For additional disclosures, please click here: http://www.berthel.com/disclosures/

VFG Securities, Inc. is an independent, full service broker/dealer offering a robust platform of traditional and alternative investment opportunities for clients. I complement this by providing unique asset management strategies designed to increase diversification and offer endowment style income strategies.

I was in charge of managing and training a group of advisors in the Toledo office. Was in the top 5 nationally in investment production when I left.