Brian Westfall Lahr
Investment adviser representative at One Life Financial Group, Inc.
9 yearsExperience
2 statesRegistered in
$118MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- One Life Financial Group, Inc.Dec 2015 to now
- Clover Financial Technologies, LLCAug 2018 to Dec 2024
- Lahr Family FarmMar 2018 to Dec 2024
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
One Life Financial Group, Inc.
$118MAssets managed
200Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4672331
- Firm CRD
- 281792