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David Matthew Lesjak

LESJAK PLANNING, LLC·WESTLAKE, Ohio
Unclaimed Profile
1991 CROCKER RD, WESTLAKE, OH 44145CRD# 842592Firm CRD# 110090
01

About

David Matthew Lesjak is a registered financial advisor based in WESTLAKE, Ohio, affiliated with LESJAK PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LESJAK PLANNING, LLC
LESJAK PLANNING, LLC
AUM
$343M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at LESJAK PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 842592
Firm CRD# 110090
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Matthew Lesjak offer?
David Matthew Lesjak specializes in Financial Planning, Investment Management. Contact their office in WESTLAKE, Ohio for a consultation.
What are David Matthew Lesjak's credentials?
David Matthew Lesjak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Matthew Lesjak located?
David Matthew Lesjak is based in WESTLAKE, Ohio, working with LESJAK PLANNING, LLC. Their office serves clients in the WESTLAKE metropolitan area and surrounding communities.
How does David Matthew Lesjak charge for services?
David Matthew Lesjak's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LESJAK PLANNING, LLC?
LESJAK PLANNING, LLC has approximately 7 employees and manages $343M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WESTLAKE
Michael Cameron Brady — MICHAEL BRADY & CO., LLCRichard Mark Packer — KINETIC WEALTH INVESTMENT ADVISORS, LLCJoshua Randolph Harrell — BALANCED WEALTH GROUP LLCMarc Christian Thomas — LESJAK PLANNING, LLCJennifer Rechlitz Relien — C2P CAPITAL ADVISORY GROUP, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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