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RIA / WealthAdvisorCertified Financial Planner17 years in industry

Brandon Lehman

Advisor at MERIT FINANCIAL ADVISORS

Whitefish Bay, WI | ALPHARETTA, GA

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Search this name across graphsid dfx:ria:d46c949f-5e3b-b02a-c775-030cee3bae66

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 8, 2009 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: MERIT FINANCIAL ADVISORS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 7, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: May 7, 2009
First registration: May 8, 2009
Dual registered: no
Other names: BRANDON MICHAEL LEHMAN
IAPD individual key: 5647782

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
MERIT FINANCIAL ADVISORS	Bd affiliated wealth	May 14, 2026	n/a	yes	ALPHARETTA, GA\|Whitefish Bay, WI	Current employment
ANNEX WEALTH MANAGEMENT, LLC	Independent wealth	Oct 28, 2019	Jan 29, 2026	no	BROOKFIELD, WI	Previous registration
Mariner	Bd affiliated wealth	Aug 20, 2018	Oct 1, 2019	no	CHICAGO, IL	Previous registration
RUSSELL INVESTMENTS	Asset manager	Oct 10, 2013	Aug 30, 2018	no	MILWAUKEE, WI	Previous registration
THRIVENT INVESTMENT MANAGEMENT INC.	Bd affiliated wealth	May 8, 2009	Oct 14, 2013	no	WAUKESHA, WI\|CEDARBURG, WI\|MILWAUKEE, WI\|WAUKESHA, WI\|Germantown, WI	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
ANNEX WEALTH MANAGEMENT, LLC	MERIT FINANCIAL ADVISORS	Jan 29, 2026	May 14, 2026	105	Firm change	RIA to ibd
Mariner	ANNEX WEALTH MANAGEMENT, LLC	Oct 1, 2019	Oct 28, 2019	27	Firm change	Ibd to RIA
RUSSELL INVESTMENTS	Mariner	Aug 30, 2018	Aug 20, 2018	-10	Firm change	Other
THRIVENT INVESTMENT MANAGEMENT INC.	RUSSELL INVESTMENTS	Oct 14, 2013	Oct 10, 2013	-4	Firm change	Other

Relationships

Registered with (5)

→ MERIT FINANCIAL ADVISORSRegistered adviserregistration: current employment
May 14, 2026 to presentfactForm ADV
→ ANNEX WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 28, 2019 to Jan 29, 2026factForm ADV
→ MARINERRegistered adviserregistration: previous registration
Aug 20, 2018 to Oct 1, 2019factForm ADV
→ RUSSELL INVESTMENTSRegistered adviserregistration: previous registration
Oct 10, 2013 to Aug 30, 2018factForm ADV
→ THRIVENT INVESTMENT MANAGEMENT INC.Registered adviserregistration: previous registration
May 8, 2009 to Oct 14, 2013factForm ADV

Dated events

Occurred
Jan 29, 2026
Advisor changed firm
Brandon Lehman left Annex Wealth Management, Llc for Merit Financial Advisors (registered 2026-05-14)
Form ADVobserved 5 days ago