DENNIS LERNER

Dennis Lerner

Dennis Lerner has enjoyed more than 40-years as a financial advisor and creative planner. He has distinguished himself as a leader in the industry through his imaginative solutions to problems and his ability to develop improved methods and strategies. Passionate, dedicated and caring, Denny has a loyal following of clientele who span the globe. At national platforms, he speaks about financial planning to his peers, but his favorite speech topic is the 5-Minute Financial Plan he developed over 25-years ago. It is a way to assist his clients with a “big picture” perspective on financial planning and provide the tools to organize and plan their financial future. It is simple, insightful and has been successfully used by hundreds of his clients.

He has spent his entire career involved in his community, giving freely of his time and expertise. Having served on various charity boards and foundations over the span of his career, he has helped many charitable organizations in their long term investment strategies.

In his free time, he enjoys fishing, traveling, golfing and spending time with his family.

Accomplishments & Industry Recognition:

Business Person of the Year – Mecosta County
Distinguished Alumni Award – Ferris State University
Northern Lights Award – Category of Business and Commerce – Outstanding Contribution to Business and Industry
Cambridge Investment Research, Inc. (broker/dealer) – Circle of Excellence
Morningstar Investment Services – Advisory Panel Member
National Quality Award – NAIFA

Community Leadership:

Ferris State University – Past Foundation Board Member, Investment Committee Chairman
Eagle Village – Past President
Mecosta County Community Foundation – Past President
Mecosta-Osceola United Way – Past Chairman
Mecosta County Chamber of Commerce – Past Board Member
Mecosta County Development Corporation – Board Member
Ferris State University School of Business – Leadership Advisory Board Member

Education and Certifications:

Graduated from Ferris State University in 1970 with Bachelor of Science in Marketing
American College Chartered Financial Consultant (ChFC)
American College Certified Life Underwriter (CLU)
Financial Industry Regulatory Authority (FINRA): Series 6, 7, 22, 63

Associations:

Million Dollar Round Table (MDRT) – Qualifying and Life member (Honorees of Million Dollar Round Table must achieve a sales goal predetermined by the MDRT organization and maintain this level throughout the course of one year. Qualified individuals must pay a membership fee in order to participate. Sales amounts are independently verified by the MDRT organization through certifying letters. Qualification for recognition is based on the amount of premium/commission dollars produced over the previous year. This recognition is not representative of any performance returns.)
National Association of Insurance Financial Advisors (NAIFA)
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