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Charles Ronald Lesser

PERFORMANCE WEALTH PARTNERS, LLC·VERNON HILLS, Illinois
Series 65Clean record6 years registeredPERFORMANCE WEALTH PARTNERS, LLC
801 HEDGE MAPLE DR. #312, VERNON HILLS, IL 60061CRD# 6523791Firm CRD# 311735

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Ronald Lesser · VERNON HILLS, IL
Registration
CRD #6523791 · PERFORMANCE WEALTH PARTNERS, LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

PERFORMANCE WEALTH
Jan 2021 – present
BALASA DINVERNO FOLTZ LLC
Jan 2020 – Nov 2020
ITASCA, IL
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 16, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PERFORMANCE WEALTH PARTNERS, LLC
CRD 311735 · SEC 801-120074
AUM
$2.5B
Regulatory assets under management
Employees
13
1,995 client accounts
Services offered by PERFORMANCE WEALTH PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at PERFORMANCE WEALTH PARTNERS, LLC →
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05

Frequently Asked Questions

What services does Charles Ronald Lesser offer?
Charles Ronald Lesser specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in VERNON HILLS, Illinois for a consultation.
What are Charles Ronald Lesser's credentials?
Charles Ronald Lesser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Ronald Lesser located?
Charles Ronald Lesser is based in VERNON HILLS, Illinois, working with PERFORMANCE WEALTH PARTNERS, LLC. Their office serves clients in the VERNON HILLS metropolitan area and surrounding communities.
How does Charles Ronald Lesser charge for services?
Charles Ronald Lesser's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PERFORMANCE WEALTH PARTNERS, LLC?
PERFORMANCE WEALTH PARTNERS, LLC has approximately 13 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PERFORMANCE WEALTH PARTNERS, LLC

Thomas John Salvino
HINSDALE, IL
CFP
John Paul Salvino
HINSDALE, IL
CFP
Ryan William Gough
HINSDALE, IL

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Research
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