DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Brian Michael Lehner

Cetera Investment Advisers LLCBD affiliatedPerrysburg, Oh dual registrantIAPD 1985449

Certified Financial Planner

Feed of 09/15/2026

Also filed as Brian M Lehner

At current firm

1 y

since Apr 1, 2025

In the industry

25 y

since Dec 4, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cetera Investment Advisers LLC BD affiliated current
since Apr 1, 2025 · Canfield, Oh
Strategic Blueprint, LLC independent RIA
Sep 13, 2019 to Apr 1, 2025 · Perrysburg, Oh
Bfc Planning, Inc. BD affiliated
Sep 18, 2017 to Sep 16, 2019 · Perrysburg, Oh
Berthel Fisher & Company Financial Services, Inc. BD affiliated
Jun 24, 2015 to Sep 16, 2019 · Perrysburg, Oh
Vfg Advisors, Inc. former
Oct 14, 2011 to Jun 25, 2015 · Perrysburg, Oh
Sun Shine Investment Consultants, LLC unclassified
Aug 29, 2011 to Aug 17, 2012 · Perrysburg, Oh
Cambridge Investment Research Advisors, Inc. BD affiliated
Feb 3, 2010 to Jul 21, 2010 · Perrysburg, Oh
LPL Financial LLC BD affiliated
Dec 4, 2000 to Mar 10, 2010 · Perrysburg, Oh

Moves

a registration end followed by a registration begin elsewhere

Strategic Blueprint, LLC to Cetera Investment Advisers LLC
left Apr 1, 2025, registered Apr 1, 2025 (0 days) · RIA to affiliated broker-dealer or bank · moved with a team
Bfc Planning, Inc. to Strategic Blueprint, LLC
left Sep 16, 2019, registered Sep 13, 2019 (-3 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Berthel Fisher & Company Financial Services, Inc. to Bfc Planning, Inc.
left Sep 16, 2019, registered Sep 18, 2017 (-728 days) · Other
Vfg Advisors, Inc. to Berthel Fisher & Company Financial Services, Inc.
left Jun 25, 2015, registered Jun 24, 2015 (-1 days) · Other
Sun Shine Investment Consultants, LLC to Vfg Advisors, Inc.
left Aug 17, 2012, registered Oct 14, 2011 (-308 days) · Other
Cambridge Investment Research Advisors, Inc. to Sun Shine Investment Consultants, LLC
left Jul 21, 2010, registered Aug 29, 2011 (404 days) · Other
LPL Financial LLC to Cambridge Investment Research Advisors, Inc.
left Mar 10, 2010, registered Feb 3, 2010 (-35 days) · Other

Signals

Brian Michael Lehner left Strategic Blueprint, Llc for Cetera Investment Advisers Llc (registered 2025-04-01)
Apr 1, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address