David Lehenbauer

WORK HISTORY

EDUCATION

ABOUT DAVID LEHENBAUER

I\'m David Lehenbauer, a Wealth Advisor at Alera Group, where I specialize in providing personalized financial solutions to individuals and small businesses. With a strong foundation in Wealth Services and a passion for helping others, I\'m dedicated to assisting clients in navigating their investment and life insurance needs with confidence.Education: I graduated from Indiana University\'s Kelley School of Business with a bachelor’s degree in finance and a minor in nonprofit management. This academic background has equipped me with the skills and knowledge necessary to excel in the dynamic field of wealth management.Experience & Expertise: Since joining Alera Group in 2023, I\'ve transitioned from a Wealth Services Associate to my current role as a Wealth Advisor. I currently hold my Life and Health Insurance licenses, as well as Series 7 and Series 66 certifications for investments and advisory.Location & Accessibility: Originally from Chicago’s southwest suburbs and currently residing in the city’s Lakeview East neighborhood, I understand the diverse financial landscapes of both urban and suburban areas. This allows me to serve a wide range of clients effectively, meeting them where they are in their financial journey.Personal Interests: Outside of work, I enjoy staying active through running and golfing, as well as exploring Chicago\'s music scene and food offerings. I\'m always eager to try new restaurants and attend concerts.Let\'s Connect: Interested in discussing your financial goals or exploring investment and life insurance solutions? Feel free to reach out to me via LinkedIn or email at d••••••••@aleragroup.com. I look forward to connecting with you!Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through. member FINRA/SIPC. is separately owned and other entities and/or marketing names, products or services referenced here are independent of. Information provided by Alera should not be considered tax or legal advice. Should you require tax or legal information, please consult your tax advisor or attorney.