Transparency and compliance are an important part of the client relationship.
The information below outlines licensing and registration details for Strategic Wealth Coaching and Mollie Lehman.
Licensing, registration, and service availability.
Mollie Lehman may offer products and services only where she holds the required licenses or registrations.
Availability depends on the client’s state of residence and the specific product or service requested. Contact the office to confirm eligibility in your jurisdiction.
Insurance Licensing
Mollie Lehman is licensed to sell insurance products in approved jurisdictions.
CA Insurance License # OM65891
State of Domicile: Colorado
Securities & Advisory Services
Securities, investment advisory services, and financial planning are offered through MML Investors Services, LLC.
Member SIPC
Registered Broker-Dealer and Registered Investment Adviser.
Supervisory Office
2000 S. Colorado Blvd
Tower II Suite 800
Denver, CO 80222
Call:
(303) 584-1147
Text:
(720) 741-6589
Fax:
(720) 779-6520
Jurisdictional Availability
The ability to provide insurance, securities, advisory, or financial-planning services depends on applicable licensing and registration requirements.
Strategic Wealth Coaching cannot accept or respond to requests for regulated services from individuals in jurisdictions where the appropriate licenses or registrations are not held.
Start with a conversation.
If you have questions about services, licensing, or whether Strategic Wealth Coaching can work with you, schedule a consultation.
Schedule a Consultation