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, domiciled in CO, CA Insurance License #0M65891
Insurance:
AZ, CA, CO, FL, KS, MA, MI, MN, MO, NC, NJ, NV, NY, OR, UT, VA, WA, WY
Securities:
AZ, CA, CO, FL, GA, IN, KS, MA, MO, NM, NV, NY, OR, PA, TX, UT, VA, VT, WA
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
Calls Only: (303) 584-1147
Text Only: (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.
BrokerCheck
Check the background of this financial professional through FINRA BrokerCheck.
Form CRS
Read MML Investors Services, LLC’s Form CRS for a summary of brokerage and investment-advisory relationships, services, fees, conflicts, and standards of conduct.
Questions?
If you have questions regarding licensing, registration, or service availability, please contact our office.
Get StartedReview the complete website disclosures.
The disclosures page includes additional information about investment risk, website use, third-party links, and the relationship between Strategic Wealth Coaching, MML Investors Services, LLC, and MassMutual.
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