Tristan  Lehnen,  CFP<sup>&reg;</sup> - Financial Advisor

Tristan Lehnen, CFP®

2 Meridian Xing, Ste 450
Minneapolis, MN 55423-3967
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General

Tristan Lehnen is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at in Minneapolis, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Equitable Advisors, LLC

Broker-Dealer Disclaimer

Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN). Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment adviser. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Employee Benefits, Insurance, Job Loss, Retirement, Long-term Care, Succession Planning, Sudden Wealth

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Helpful Financial Planning Resources