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RIA / WealthAdvisorCertified Financial Planner23 years in industry

LANCE Ivan LEHMAN

Advisor at FARTHER

SAN FRANCISCO, CA | Land O Lakes, FL

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Search this name across graphsid dfx:ria:5b3a7cc1-e7e6-34b7-1a72-a37ae07afab7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Sep 19, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FARTHER
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 25, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Oct 25, 2002
First registration: Sep 19, 2007
Dual registered: no
Other names: LANCE I LEHMAN
IAPD individual key: 4578125

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Farther	Independent wealth	Mar 2, 2026	n/a	yes	SAN FRANCISCO, CA\|Land O Lakes, FL	Current employment
COMPOUND PLANNING, INC.	Independent wealth	Feb 1, 2023	Mar 3, 2026	no	Tampa, FL\|NEW YORK, NY	Previous registration
ARS WEALTH ADVISORS	Independent wealth	Nov 23, 2021	Jan 5, 2023	no	ST. PETERSBURG, FL	Previous registration
FISHER INVESTMENTS	Independent wealth	Sep 19, 2007	Oct 27, 2021	no	CAMAS, WA\|PLANO, TX\|TAMPA, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COMPOUND PLANNING, INC.	Farther	Mar 3, 2026	Mar 2, 2026	-1	Firm change	RIA to RIA
ARS WEALTH ADVISORS	COMPOUND PLANNING, INC.	Jan 5, 2023	Feb 1, 2023	27	Firm change	RIA to RIA
FISHER INVESTMENTS	ARS WEALTH ADVISORS	Oct 27, 2021	Nov 23, 2021	27	Firm change	RIA to RIA

Relationships

Registered with (4)

→ FARTHERRegistered adviserregistration: current employment
Mar 2, 2026 to presentfactForm ADV
→ COMPOUND PLANNING, INC.Registered adviserregistration: previous registration
Feb 1, 2023 to Mar 3, 2026factForm ADV
→ ARS WEALTH ADVISORSRegistered adviserregistration: previous registration
Nov 23, 2021 to Jan 5, 2023factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Sep 19, 2007 to Oct 27, 2021factForm ADV

Dated events

Occurred
Mar 3, 2026
Advisor changed firm
Lance Ivan Lehman left Compound Planning, Inc. for Farther (registered 2026-03-02)
Form ADVobserved 4 days ago
Occurred
Jan 5, 2023
Advisor changed firm
Lance Ivan Lehman left Ars Wealth Advisors for Compound Planning, Inc. (registered 2023-02-01)
Form ADVobserved 4 days ago