Leslie Straus (CRD# 2150721) is an Investment Advisor Representative working at Benevest & Associates, Inc. in Brookfield, WI and has over 33 years of experience in the finance industry.
CRD# 4803124
Diversified Management Inc.
CRD# 6834039
Francis LLC
CRD# 4659590
Global View Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Benevest & Associates, Inc. | Brookfield, WI | Sep 2018 - Current | 6 |
| Affordable Care Act Compliance & Services | Brookfield, WI | Feb 2013 - Current | 11 |
| Great Lakes Peo, Inc. | Brookfield, WI | Aug 2011 - Current | 13 |
| Select On Time, Inc. | Brookfield, WI | Apr 2010 - Current | 14 |
| The Benefit Cos Inc. | Brookfield, WI | Mar 2010 - Current | 14 |
| Bene-chex, Inc. | Brookfield, WI | Apr 2000 - Current | 24 |
| Benhr Inc. | Brookfield, WI | Dec 1999 - Current | 24 |
| Benetek, Inc. | Brookfield, WI | Dec 1995 - Current | 28 |
| Benefits Shared Services, Inc. | Brookfield, WI | May 1995 - Current | 29 |
| Benevest Inc. | Brookfield, WI | Mar 1994 - Current | 30 |
| Benepac Inc. | Brookfield, WI | Aug 1992 - Current | 32 |
| The Benefit Companies Of Greenbay | Green Bay, WI | Oct 1991 - Current | 33 |
| Benefits Inc. | Brookfiedl, WI | Jun 1988 - Current | 36 |
| Benetrak Inc. | Brookfield, WI | Jun 1988 - Current | 36 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1991 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
- WI
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Other
WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.