About Us
Michael Lehman

Michael Lehman, CFP®, AIF®
Director of Advanced Planning | Wealth Advisor

Iowa City | mlehman@uiccuwealthmanagement.com | 319.358.5632

Michael serves as the Director of Advanced Planning for UICCU Wealth Management. Michael has served as a Wealth Advisor for more than two decades helping clients with investment management, retirement planning, retirement plan design, education planning, insurance planning, wealth transfer, and estate planning. A graduate of Graceland College, Michael is a CERTIFIED FINANCIAL PLANNERTM Professional and an Accredited Investment Fidiciary® Designee through fi360® Global Fiduciary Insights. Additionally, Michael holds FINRA Series 6, 62, and 63 securities registrations with Commonwealth Financial Network®, as well as life and health insurance licenses*, including long-term care.

Michael has served as a volunteer and past board member with local organizations, including Mayor’s Youth Empowerment Program, Table to Table, and the BPO Elks Lodge.

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*Fixed insurance products and services offered through UICCU Wealth Management.




UICCU Wealth Management

Iowa City
825 Mormon Trek Boulevard
Iowa City, IA 52246
Coralville
1151 2nd Street
Coralville, IA 52241
Cedar Rapids
716 A Avenue NE
Cedar Rapids, IA 52401
Hiawatha
405 S. Blairsferry Crossing
Hiawatha, IA 52233
Marion
727 Oakbrook Drive
Marion, IA 52302

Investments are not NCUA insured, are not guaranteed by the credit union, and are subject to risks, including possible loss of the principal invested.
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Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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