Lesjak Planning, LLC

Lesjak Planning, LLC (CRD# 110090) is a financial advisory firm headquartered in Westlake, OH. They manage $343,400,000 in 377 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1991 Crocker Rd, Suite 575, Westlake, OH 44145
https://www.linkedin.com/company/lesjak-planning-corporation
By the Numbers
  • Total Assets Under Management
    343
    MILLION
  • Total Number of Accounts
    377
    ACCOUNTS
  • Average Account Value
    $910,875
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, OH

Financial Advisors at Lesjak Planning, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Nathan Gist, financial advisor Westlake OH
Nathan R. Gist
CRD#: 5067437
1991 Crocker Rd, Suite 575, Westlake, OH 44145

Nathan Gist (CRD# 5067437) is an Investment Advisor Representative working at Lesjak Planning, LLC in Westlake, OH and has 1 year of experience in the finance industry.

2
David Lesjak, financial advisor Westlake OH
David M. Lesjak
CRD#: 842592
1991 Crocker Road #575, Westlake, OH 44145

David Lesjak (CRD# 842592) is an Investment Advisor Representative working at Lesjak Planning, LLC in Westlake, OH and has over 40 years of experience in the finance industry.

3
Kevin Lesjak, financial advisor Westlake OH
Kevin M. Lesjak
CRD#: 7059202
1991 Crocker Rd, Suite 575, Westlake, OH 44145

Kevin Lesjak (CRD# 7059202) is an Investment Advisor Representative working at Lesjak Planning, LLC in Westlake, OH and has 1 year of experience in the finance industry.

4
Michael Lesjak, financial advisor Westlake OH
Michael J. Lesjak
CRD#: 1081405
1991 Crocker Road #575, Westlake, OH 44145

Michael Lesjak (CRD# 1081405) is an Investment Advisor Representative working at Lesjak Planning, LLC in Westlake, OH and has over 28 years of experience in the finance industry.

5
Marc Thomas, financial advisor Westlake OH
Marc C. Thomas
CRD#: 4672267
1991 Crocker Road #575, Westlake, OH 44145

Marc Thomas (CRD# 4672267) is an Investment Advisor Representative working at Lesjak Planning, LLC in Westlake, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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