Tad Lehmann

Tad Lehmann

LPL Financial Advisor

Tad Lehman brings 20 years of financial services experience to Aspen Financial Services.  He specializes in retirement planning and client portfolio management.  Tad takes an educational approach with his clients.  He believes that a well-informed client has the ability to make good financial decisions and recognize that they will need to stay committed to their financial goals.

Tad attended the University of Arizona for his undergraduate degree and Drake University for post-graduate education in business.  Tad currently holds the registration with LPL Financial as an Investment Advisor Representative (IAR) and holds the designation of an Accredited Investment Fiduciary® (AIF®).  He also has a Series 7 and Series 63 registration held with LPL Financial as well as a Life Insurance License.

Phone (515) 453-2346
Fax (515) 453-2349