Lesjak Planning, LLC

Lesjak Planning, LLC (CRD# 110090) is a financial advisory firm headquartered in Westlake, OH. They manage $220,000,000 in 336 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    336
    ACCOUNTS
  • Average Account Value
    $654,762
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
David M. Lesjak
CRD#: 842592
1991 Crocker Road #575, Westlake, OH 44145
93
Wealthminder
score

David Lesjak (CRD# 842592) is an Investment Advisor Representative working at Lesjak Planning, LLC in Westlake, OH and has over 33 years of experience in the finance industry.

2
John W. Lesjak
CRD#: 307234
1991 Crocker Road #575, Westlake, OH 44145
93
Wealthminder
score

John Lesjak (CRD# 307234) is an Investment Advisor Representative working at Lesjak Planning, LLC in Westlake, OH and has over 33 years of experience in the finance industry.

3
Michael J. Lesjak
CRD#: 1081405
1991 Crocker Road #575, Westlake, OH 44145
93
Wealthminder
score

Michael Lesjak (CRD# 1081405) is an Investment Advisor Representative working at Lesjak Planning, LLC in Westlake, OH and has over 21 years of experience in the finance industry.

4
Nathan R. Gist
CRD#: 5067437
1991 Crocker Rd, Suite 575, Westlake, OH 44145
90
Wealthminder
score

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. Nathan Gist 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.

5
Marc C. Thomas
CRD#: 4672267
1991 Crocker Road #575, Westlake, OH 44145
90
Wealthminder
score

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. Marc Thomas 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.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.