Sean Lehmann
Advisor at The Sullivan Group
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Sullivan Group
Location
Menifee, CA 92586
Credentials
Series 63, Series 65
Industry experience
32 years
About
Sean Lehmann is a financial advisor with The Sullivan Group in Menifee, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Capital Investment Management, LLC, doing business as The Sullivan Group, since 2009 and also has a role at Purshe Kaplan Sterling Investments. Outside of financial advising, he provides professional pilot services on an occasional basis. The Sullivan Group offers discretionary investment management and planning services to individuals, trusts, retirement plans, and other entities. The firm creates customized investment plans using fundamental, technical, and cyclical analysis, and its portfolios may include a range of asset types, including third-party manager engagements and IPO participation when appropriate.
Expertise
Based on The Sullivan Group
Private / alternative investments
Options & derivatives strategies
Real estate investing
Fee options
$0 - $500,000: 1.75% $500,000 - $1,000,000: 1.50% $1,000,000+: 1.25%
Brokerage commissions may be received by Messrs. Halverstadt and Lehmann as licensed insurance agents and registered representatives for insurance product transactions.
Account minimum: $250,000
Location
29060 Waverly Drive
Menifee, CA 92586
Most active in
Sean L has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
Capital Investment Management, Llc, Dba The Sullivan Group
2009 - Present (17 years)
Purshe Kaplan Sterling Investments
2009 - Present (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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