AdvisorOS Directory
Claim Profile
Unclaimed Profile
DL

Daniel Patrick Lehn

T I S GROUP INC·NORTH OAKS, Minnesota
Clean recordT I S GROUP INC
100 VILLAGE CENTER DRIVE, NORTH OAKS, MN 55127-3024CRD# 6774154Firm CRD# 112087

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Patrick Lehn · NORTH OAKS, MN
Registration
CRD #6774154 · T I S GROUP INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Patrick Lehn is a registered financial advisor based in NORTH OAKS, Minnesota, affiliated with T I S GROUP INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
T I S GROUP INC
TIS GROUP INC
AUM
$185M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at T I S GROUP INC →
Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Fixed fees
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6774154
Firm CRD# 112087
View on FINRA BrokerCheck →

Looking for a financial advisor in NORTH OAKS?

Browse all registered financial advisors in NORTH OAKS, Minnesota or claim this profile if it's yours.

Browse NORTH OAKS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Daniel Patrick Lehn offer?
Daniel Patrick Lehn specializes in Investment Management, Wealth Management. Contact their office in NORTH OAKS, Minnesota for a consultation.
What are Daniel Patrick Lehn's credentials?
Daniel Patrick Lehn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Patrick Lehn located?
Daniel Patrick Lehn is based in NORTH OAKS, Minnesota, working with T I S GROUP INC. Their office serves clients in the NORTH OAKS metropolitan area and surrounding communities.
How does Daniel Patrick Lehn charge for services?
Daniel Patrick Lehn's firm is compensated through percentage of aum, fixed fees, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is T I S GROUP INC?
T I S GROUP INC has approximately 3 employees and manages $185M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at T I S GROUP INC

Robert Alan Lepley
NORTH OAKS, MN
Carl Fay Dallmeyer
NORTH OAKS, MN
Kent Lan Dallmeyer
NORTH OAKS, MN
Larry Edward Jeddeloh
NORTH OAKS, MN

More Advisors in NORTH OAKS, Minnesota

Christopher Rolf Glasoe
DOXA ADVISORS LLC·NORTH OAKS, MN
Daniel Bert Marcotte
DOXA ADVISORS LLC·NORTH OAKS, MN
Stefan Christopher Liiste
CONTEXT FINANCIAL GROUP, LLC·NORTH OAKS, MN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)WAYZATA (91)EDEN PRAIRIE (48)ARDEN HILLS (38)SAINT PAUL (37)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Request removal of this profile