Leo Lesch, financial advisor West Bend WI
96 score

Leo Lesch

CRD Number: 5502890
Current Firm: Woodbury Financial Services, Inc.

Leo Lesch (CRD# 5502890) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in West Bend, WI and has over 10 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.

Similar Advisors
Gregory Casper, CFP®, financial advisor West Bend WI
Gregory S. Casper, CFP®
CRD# 5955031
Sii Investments, Inc.
Score
100
Similar Advisors
Blaine Gibson, financial advisor West Bend WI
Blaine E. Gibson
CRD# 2420502
Robert W. Baird & Company Incorporated
Score
98
Similar Advisors
David Abitz, financial advisor West Bend WI
David J. Abitz
CRD# 2650834
Convergence Investment Partners, LLC
Score
96
Professional Designations
Company Name Location Dates Years
Woodbury Financial Services Inc. West Bend, WI Jun 2017 - Current < 1
Sky Guard Planning, Llc (dba) Germantown, WI Aug 2015 - Current 2
Various Insurance Carriers For W&r Insurance Agencies Hartford, WI Mar 2008 - Current 10
Waddell & Reed, Inc. Germontown, WI Mar 2008 - Jun 2017 9
Fly High Wisconsin Baraboo, WI Jan 2013 - Jun 2015 2
Bw Acquistion Richfield, WI Mar 2004 - Sep 2011 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Leo C. Lesch
Phone Number: 800-800-2638
Firm Website: http://www.bowmanfs.com
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    3,252
    MILLIONS
  • Total Number of Accounts
    17,398
    ACCOUNTS
  • Average Account Value
    $186,902
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Leo Lesch and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.