Broker Check

Lee Neumann, CFP, MSFS

Lee Neumann, is a managing partner of Millenia Investments and has been a licensed investment advisor representative since 1980. Lee is a Certified Financial Planner (CFP) and has a master's degree in financial services (MSFS). During their time in this industry; Lee and Steve have worked, and grown a financial company, through about every kind of market calamity one can imagine. 

Client Centered

Lee has advised through stock market crashes, bond market crashes, asset bubbles followed by bursts, inflation followed by deflation followed by more inflation, credit crises, terrorist attacks, a pandemic, and so on. Due to this vast experience helping clients financially navigate through different eras of life, Lee wants to pass down his knowledge to the next wave of financial advisors, and service professionals.

Client Centered

Because of these accomplishments, Lee has been selected to be a part of Osaic's 2023 Leadership Forum. This is a prestigious group of investors curated from about 11,000 advisors at Osaic, formerly Advisor Group. For Lee, this is a huge honor that he and his partner, Steve, have both been privileged to be a part of the Leadership Forum for several years now.

Client Centered

When Lee isn’t working in, or educating the next generation about financial services, you can find him with his wife and three kids. Lee loves being in warm weather and playing Bocci Ball. If you can't find him outside; you will probably find him inside playing Euchre, or some other card game, with family and friends.

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