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Lehner Carroll Shope Capital Management

Lehner Carroll Shope Capital Management

900 West South Boundary Street Bldg 5B, 43551

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(419) 794-4700

Work hours
MO 09:00 – 17:00 SA closed
TU 09:00 – 17:00 SU closed
WE 09:00 – 17:00
TH 09:00 – 17:00
FR 09:00 – 17:00
About We have a unique view on managing a portfolio and understand that cash flow is often the primary concern for most people.
Lehner Carroll Shope Capital Management cover
Description Lehner Capital Management provides a wide array of investment styles and specializes in endowment style investing. Our Financial Advisor, Brian Lehner, CFP® has over 23 years experience and strives to make every client feel like family. We firmly believe that every individual or couple is unique and no single investment company or financial account is right for everyone. As a boutique firm, Lehner Capital Management has access to a wide variety of financial providers to choose from. We have access to resources, programs and products that others do not. This allows us to put our working philosophies of tax reduction and cash flow generation into practice quickly and effectively. You don’t have to wait for years to see results. Feel free to contact us toll free at 866-210-7725.

Securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. Investment advisory services offered through BFC Planning Inc. and BFCFS. Lehner Carroll Shope Capital Management is independent of BFCFS and BFC Planning Inc.


For additional disclosures, please click here: http://www.berthel.com/disclosures/

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