Leo LeschCRD Number: 5502890
Current Firm: Waddell & Reed
Leo Lesch (CRD# 5502890) is an Investment Advisor Representative working at Waddell & Reed in Waukesha, WI and has over 8 years of experience in the finance industry. Leo Lesch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Sky Guard Planning, Llc (dba)||Germantown, WI||Aug 2015 - Current||1|
|Milwaukee County War Memorial Center||Milwaukee, WI||Mar 2015 - Current||1|
|Bsa Pac||Waukesha, WI||Jan 2015 - Current||1|
|Fly High Wisconsin||Baraboo, WI||Jan 2013 - Current||3|
|Shepherd Of The Hills Lutheran Church||Hubertus, WI||Jan 2013 - Current||3|
|Milwaukee County Veterans Board Of Directors||Milwaukee, WI||Jun 2011 - Current||5|
|Se Wi Moaa||Brookfield, WI||Jun 2011 - Current||5|
|Wi Coc Moaa||Hartford, WI||Oct 2009 - Current||7|
|Se Wi Moaa||Brookfield, WI||Jul 2008 - Current||8|
|Waddell & Reed, Inc.||Germontown, WI||Mar 2008 - Current||8|
|Various Insurance Carriers For W&r Insurance Agencies||Hartford, WI||Mar 2008 - Current||8|
|Boy Scouts Of America Potowatomi Area Council||Waukesha, WI||Aug 2011 - Dec 2014||3|
|Bw Acquistion||Richfield, WI||Mar 2004 - Sep 2011||7|
|Boy Scouts Of America Potowatomi Area Council||Waukesha, WI||Feb 2010 - Jan 2011||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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