David Lehenbauer
Investment adviser representative at Alera Investment Advisors, LLC
13 yearsExperience
1 stateRegistered in
$5.3BFirm assets
8 yearsFirm 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
- Seminars and workshops
Experience
13 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Alera Investment Advisors, LLCMar 2024 to now
- Alera GroupSep 2023 to now
- Triad AdvisorsSep 2023 to Aug 2024
- UnemployedJun 2023 to Sep 2023
- Charles SchwabMay 2022 to Aug 2022
- Bloomington Country ClubFeb 2022 to May 2023
- Ruth Lake Country ClubMay 2020 to Aug 2021
- StudentSep 2019 to May 2023
- Cog Hill Golf ClubMar 2018 to Aug 2019
- StudentNov 2013 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Alera Investment Advisors, LLC
$5.3BAssets managed
2,466Clients
61Advisers
8 yearsIn 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
- 7538690
- Firm CRD
- 287906