What departments does Lerner Financial have?

Lerner Financial has employees across 4 departments including Customer Success, Human Resources, Business, Administrative.

What is the largest department at Lerner Financial?

The largest department at Lerner Financial is Human Resources with 3 employees.

Where are Lerner Financial employees located globally?

Lerner Financial has employees across 2 continents and 2 countries including Bangladesh, United States Of America.

How has Lerner Financial's team size changed over time?

Lerner Financial's team has decreased from approximately 22 to 20 employees based on available data.

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Lerner Financial Employee Directory

Q: Who are Lerner Financial's key employees and leadership?

Lerner Financial's key employees include: President: B. F., Founder Of Lerner Csernai And Fath Financial Group: D. L..

Financial ServicesMichigan, United States11-50 Employees

Lerner Financial is an independent financial services firm based in Big Rapids, Michigan. The company emphasizes a professional, integrity-driven approach to helping clients achieve their financial objectives, working with a focus on unbiased solutions for their needs. It describes itself as loyal to and supportive of clients, staff, and the communities it serves.

Lerner Financial Global Highlights

North America
30

United States Of America
30

Asia
1

Bangladesh
1

Lerner Financial's Leadership

B. F.
President
Mobile Phone
Email
D. L.
Founder Of Lerner Csernai And Fath Financial Group
Mobile Phone
Email
L. D. A. L.
Director Of Risk Management
Mobile Phone
Email
C. H.
Risk Manager
Mobile Phone
Email
M. H.
Account Manager
Mobile Phone
Email
N. S.
Advisor
Mobile Phone
Email
A. H.
Benefits Specialist
Mobile Phone
Email
C. B.
Front Desk Receptionist
Mobile Phone
Email

Lerner Financial Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Consultant
Human Resources
Entrepreneurship
Other

Contact profiles from Lerner Financial

Name

Title

Contact Info

Location

Last Update

B. F.
President
Mobile Phone
Email
United StatesMichigan
Nov 14, 2025
L. D. A. L.
Director Of Risk Management
Mobile Phone
Email
UNITED STATES
Jan 29, 2024
C. H.
Risk Manager
Mobile Phone
Email
Oct 21, 2024
M. H.
Account Manager
Mobile Phone
Email
Oct 23, 2024
N. S.
Advisor
Mobile Phone
Email
United StatesMichigan
Jun 25, 2026
A. H.
Benefits Specialist
Mobile Phone
Email
United StatesMichigan
Jan 12, 2026
C. B.
Front Desk Receptionist
Mobile Phone
Email
United StatesMichigan
Oct 22, 2025
B. G.
Benefits Specialist
Mobile Phone
Email
United StatesMichigan
Jan 29, 2026
L. D. R.
Registered Paraplanner
Mobile Phone
Email
United StatesMichigan
May 31, 2026
D. W.
Specialist
Mobile Phone
Email
United StatesMichigan
Jun 01, 2026

Frequently Asked Questions

What is Lerner Financial known for?

Lerner Financial was founded in 1969 operates in the Financial Services industry. The company's main headquarters is located in 15505 Waldron Way Big Rapids, Michigan 49307 United States; you can contact the main corporate office by phone at

+1-231-796-****

. Explore Lerner Financial's company overview page for more information.

What is Lerner Financial's most common email format?

Lerner Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lerner Financial email formats with LeadIQ.

How many employees does Lerner Financial have currently?

Lerner Financial has approximately 17 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Lerner Financial's key employees and leadership?

As of June 2026, Lerner Financial's key employees include:

President: B. F.
Founder Of Lerner Csernai And Fath Financial Group: D. L.
Director Of Risk Management: L. D. A. L.
Risk Manager: C. H.
Account Manager: M. H.

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Lerner Financial Employee Directory

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