Michael Lehman

Michael Lehman, CFP®, AIF®

Chief Planning Officer
Wealth Advisor

When it comes to experience, it’s hard to beat Michael Lehman, who has been keeping his clients on track to meet their most ambitious financial goals for more than 25 years.

A people-person to his core, Michael has advised clients who have been with him since the beginning of his career—but he still seizes every opportunity to bring new faces onboard and looks forward to tackling the challenges that lie ahead for the next generation of clients.

Equal parts professional and personable, Michael is a natural fit to serve as our Chief Planning Officer, who is responsible for shaping the client experience and welcoming new clients into the UIF family.

Michael has lived in the Iowa City area since 1990 and is proud to be a part of the Hawkeye community. He and his wife Chelle have long supported the University of Iowa Volleyball team, Hancher Auditorium and other local institutions that make our community a home. Michael is a proud father of three and grandfather of two.

Certifications & Accomplishments:

  • Certified Financial Planner™
  • Accredited Investment Fiduciary®
  • FINRA Series 6, 62 & 63

Investment Style:

    • Disciplined, Active, Intentional

In the Community:

  • Volunteer, Mayor’s Youth Empowerment Program
  • Board member, Table to Table
  • BPO Elks Lodge