Northwestern Mutual Private Client Group

Randall Lehman

Randall T. Lehman

Partner and Private Wealth Advisor

Summit Financial Group
  • ChFC®
  • CLU®
  • AEP®
  • RICP®
  • AR License: #1001219
  • CA License: #0H60304
  • NPN 1001219

3302 Mallard Cove Lane,
Fort Wayne, IN 46804

260-432-5152
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About my practice

Randy is a founding partner of Summit Financial Group along with Rob Hayworth and Kevin Bontrager. Summit Financial Group specializes in working with business owners, executives and retirees. As the senior member of Summit Financial Group, Randy’s primary focus is on the design and implementation of comprehensive retirement income distribution and estate plans.

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Northwestern Mutual Private Client Group is a select group of Northwestern Mutual advisors and representatives. Northwestern Mutual Private Client Group is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank or other legal entity.

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Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company and its subsidiaries. Life and disability insurance, annuities, and life insurance with long-term care benefits are issued by The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM). Long-term care insurance is issued by Northwestern Long Term Care Insurance Company, Milwaukee, WI, (NLTC) a subsidiary of NM. Investment brokerage services are offered through Northwestern Mutual Investment Services, LLC (NMIS) a subsidiary of NM, broker-dealer, registered investment adviser, and member FINRA and SIPC. Investment advisory and trust services are offered through Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and a federal savings bank. Products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and professionals. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.

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