Jeffrey C Lehrer

Background

Jeffrey C. Lehrer CFP® has been in the financial services industry since 1997 and joined Distinctive Wealth Management in 2017. He specializes in providing portfolio management and financial planning strategies for high net worth, individuals, families and small businesses. Previously, he was a Vice President at Northland Securities, a founder and Vice President − Financial Planning of Cleary Gull Holdings, Inc. He was also employed by Marshall & Ilsley Trust Company, where he held positions as Trust Operations Supervisor and Senior Audit & Compliance Analyst.

Education

Jeff earned a Bachelor of Business Administration degree in Finance with an emphasis in Financial Planning from the University of Wisconsin-Whitewater. Jeff has also earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial Planning-Centennial CO.

Professional Licenses

Jeff holds and maintains the FINRA Series 7 General Securities Representative through LPL Financial and his Series 66 Uniform Combined State Law registration through both LPL Financial and Independent Advisor Alliance.