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David Matthew Lesjak

LESJAK PLANNING, LLC·WESTLAKE, Ohio
Clean recordLESJAK PLANNING, LLC
1991 CROCKER RD, WESTLAKE, OH 44145CRD# 842592Firm CRD# 110090

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Matthew Lesjak · WESTLAKE, OH
Registration
CRD #842592 · LESJAK PLANNING, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
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 at LESJAK PLANNING, LLC

Michael Joseph Lesjak
WESTLAKE, OH
Marc Christian Thomas
WESTLAKE, OH

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