CRD: 317036
Lester Financial Group, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2022
- Office Locations
- 1
Office Locations
About Lester Financial Group, LLC
Lester Financial Group, LLC is a Midwest-based advisory firm specializing in retirement planning for individuals and families. The team provides straightforward financial planning, investment planning, and ongoing asset management, including insurance and estate-planning coordination when needed. They custody primarily at Fidelity/NFS and emphasize a transparent, no-obligation process that encourages prospects to “sleep on it” before engaging.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TODD ALLEN LESTER
Financial Advisor, General Partner, MANAGING PRINCIPAL, Wealth Management
- CRD
- #2619323
- Ownership
- 75% or more
ANNE CHRISTINE TAYLOR
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Blake A Lester
Financial Advisor, General Partner
- CRD
- #6800852
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $398,589,024 | $356,520 |
| Non-Discretionary | $0 | -- |
| Total | $398,589,024 | $356,520 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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