James Ploeger (CRD# 364635) is an Investment Advisor Representative working at Lester Financial Group, LLC in Champaign, IL and has over 36 years of experience in the finance industry.
CRD# 4204391
Northwestern Mutual Investment Services,llc
CRD# 2667464
Northwestern Mutual Investment Services,llc
CRD# 5638945
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lester Financial Group, LLC | Champaign, IL | Jan 2022 - Current | 2 |
| Securities America Inc. | Champaign, IL | Apr 2016 - Current | 8 |
| Ploeger & Associates Inc. | Champaign, IL | Jul 1973 - Current | 50 |
| Arbor Point Advisors | Champaign, IL | Aug 2020 - Jan 2022 | 1 |
| Securities America Advisors | Champaign, IL | Apr 2016 - Jul 2021 | 5 |
| Valmark Securities, Inc. | Beachwood, OH | Feb 2003 - Apr 2016 | 13 |
| Valmark Advisers, Inc. | Beachwood, OH | Feb 2003 - Apr 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1987 |
- IL
-
Total Assets Under Management164MILLIONS
-
Total Number of Accounts516ACCOUNTS
-
Average Account Value$317,297
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, IL, IN, LA, MO, TX, WI
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