DLM Client Access

DLM Client Logins

For account status and account activity:

Fidelity Wealthscape

For performance reporting and secure document storage:

EnvestNet

David M. Drake
Principal

Kris H. Lehner, CLU, ChFC
Principal

Philip S. Morgan Jr.
Principal

P.O. Box 368
Burlington, NJ 08016

Phone: 609-747-1901
Fax: 609-747-1976

41 University Drive
Suite 400
Newtown, PA 18940

Phone: 267-757-8759
Fax: 267-757-8701

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Drake, Lehner & Morgan, LLC is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.
kestrafinancial.com/disclosures

Any web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.