AeroLeads people directory · profile
Lee Applebaum Email & Phone Number
Founder
at
Havidel Retirement Solutions
1 work email found
@plansponsorconsultants.com
2 phones found area 205
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder
Location
Birmingham, Alabama, United States
Who is Lee Applebaum? Overview
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Quick answer
Lee Applebaum is listed as Founder at Havidel Retirement Solutions, based in Birmingham, Alabama, United States. AeroLeads shows a work email signal at plansponsorconsultants.com, phone signal with area code 205, and a matched LinkedIn profile for Lee Applebaum.
Lee Applebaum previously worked as Senior Vice President at Plan Sponsor Consultants, A Division Of Hub International and Senior Financial Advisor at Merrill Lynch. Lee Applebaum studied at College For Financial Planning.
Company email context
Email format at Havidel Retirement Solutions
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{first_initial}{last}@plansponsorconsultants.com
86% confidence
AeroLeads found 1 current-domain work email signal for Lee Applebaum. Compare company email patterns before reaching out.
Profile bio
About Lee Applebaum
As a full service independent retirement plan consulting firm, which has been recognized for our expertise, on a national scale, by magazines including Forbes, PlanSponsor, PlanAdviser and 401(K) Wire. Plan Sponsor Consultants assists Plan Sponsors in bringing retirement plans into line with the highest fiduciary standards, then monitor and manage them to maintain these standards. Analyst with the CENTRE FOR FIDUCIARY EXCELLENCE (www.CEFEX.org)2020 & 2018 PLANADVISER Top 100 Retirement Plan Advisers - PLANADVISER Top 100 Retirement Plan Advisors are selected based solely on quantitative factors, including plan assets and number of plans, as reported directly by nominees.2020 & 2019 NAPA Top Defined Contribution Advisor Firms - Top DC advisor firms are selected based solely on defined contribution (DC) plan assets under advisement as reported directly by nominees.
Listed skills include Retirement Planning, Wealth Management, Investments, Securities, and 38 others.
Current workplace
Lee Applebaum's current company
Company context helps verify the profile and gives searchers a useful next step.
Havidel Retirement Solutions
Website
AeroLeads page
5 roles · 34 years
Lee Applebaum work experience
A career timeline built from the work history available for this profile.
Senior Vice President
Plan Sponsor Consultants, A Division Of Hub International
Securities and advisory services offered through LPL Financial, a registered investment advisor, and member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: Alabama, Mississippi, Georgia, New MexicoSeries 6 & 7 held with LPL.
Senior Financial Advisor
Aug 2005 - Dec 2011
Registrered Representative
Atlantis Investment Management
Jan 1999 - Aug 2005
Senior Counselor
1993 - 2000
~7 yrs
4 education records
Lee Applebaum education
Education record
College For Financial Planning
Bs, Finance
University Of South Alabama
Education record
Darlington School
Education record
Mountain Brook High School
FAQ
Frequently asked questions about Lee Applebaum
Quick answers generated from the profile data available on this page.
What company does Lee Applebaum work for?
Lee Applebaum works for Havidel Retirement Solutions.
What is Lee Applebaum's role at Havidel Retirement Solutions?
Lee Applebaum is listed as Founder at Havidel Retirement Solutions.
What is Lee Applebaum's email address?
AeroLeads has found 1 work email signal at @plansponsorconsultants.com for Lee Applebaum at Havidel Retirement Solutions.
What is Lee Applebaum's phone number?
AeroLeads has found 2 phone signal(s) with area code 205 for Lee Applebaum at Havidel Retirement Solutions.
Where is Lee Applebaum based?
Lee Applebaum is based in Birmingham, Alabama, United States while working with Havidel Retirement Solutions.
What companies has Lee Applebaum worked for?
Lee Applebaum has worked for Havidel Retirement Solutions, Plan Sponsor Consultants, A Division Of Hub International, Merrill Lynch, Atlantis Investment Management, and Consumer Credit Counseling Service.
How can I contact Lee Applebaum?
You can use AeroLeads to view verified contact signals for Lee Applebaum at Havidel Retirement Solutions, including work email, phone, and LinkedIn data when available.
What schools did Lee Applebaum attend?
Lee Applebaum studied at College For Financial Planning.
What skills is Lee Applebaum known for?
Lee Applebaum is listed with skills including Retirement Planning, Wealth Management, Investments, Securities, Retirement, Pensions, Financial Services, and 401K.
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