Lerner Financial Employee Directory

Financial ServicesMichigan, United States11-50 Employees

Lerner, Csernai & Fath Financial Group is an experienced, independent financial firm - priding itself in professionalism, integrity and an unbiased approach to solving our clients' financial objectives.  We are loyal to and supportive of our clients, staff and the communities we serve.

Securities offered through Registered Representives of Cambridge Investment Research Advisors, Inc., a Broker/Dealer, Member FINRA/SIPC.  Advisory services offered through Cambridge Investment Research, Inc., a Registered Investment Advisor.  Lerner, Csernai & Fath Financial Group and Cambridge are not affiliated.

Find Lerner Financial employees' phone numbers or email addresses

Lerner Financial Global Highlights

Location
Employees

North America
30

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  • United States Of America
    30

Asia
1

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  • Bangladesh
    1

Lerner Financial's Leadership

  • Stylized image of a person
    B. F.
    President
    Phone icon
  • Stylized image of a person
    D. L.
    Founder Of Lerner Csernai And Fath Financial Group
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  • Stylized image of a person
    L. D. A. L.
    Director Of Risk Management
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  • Stylized image of a person
    C. H.
    Risk Manager
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  • Stylized image of a person
    N. S.
    Advisor
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  • Stylized image of a person
    A. H.
    Benefits Specialist
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  • Stylized image of a person
    C. B.
    Front Desk Receptionist
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  • Stylized image of a person
    B. G.
    Benefits Specialist
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Lerner Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Consultant
  • Human Resources
  • Entrepreneurship
  • Other

Contact profiles from Lerner Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. W.
    Specialist/Functional Manager
    Phone icon
    United StatesMichigan
    Jan 12, 2026
  • Stylized image of a person
    C. C.
    Investment Service Coordinator And Case Manager
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    J. S.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    N. S.
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Lerner Financial known for?

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

What is Lerner Financial's most common email format?

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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?

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Lerner Financial has approximately 16 employees as of February 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Lerner Financial's key employees and leadership?

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As of February 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.
  • Advisor: N. S.

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