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David Matthew Lesjak

LESJAK PLANNING, LLC·WESTLAKE, Ohio
Series 1, Series 24, Series 63Clean record26 years registeredLESJAK 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 · 26 years registered
Brand Profile
Not yet started
01

Career History

LESJAK PLANNING, LLC
Sep 1999 – present
02

Registrations & Exams

FINRA examinations passed
Series 1
Series 24
Series 63
Registration record
First registered · September 27, 1999
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LESJAK PLANNING, LLC
CRD 110090 · SEC 801-15662
AUM
$343M
Regulatory assets under management
Employees
7
377 client accounts
Services offered by LESJAK PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LESJAK PLANNING, LLC →
Introduction

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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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