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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 17, 2025 and February 27, 2026, reported AUM increased 50.9%, from $264.1M to $398.6M.
Across 5 reported observations, AUM increased 246.6% between July 14, 2022 and February 27, 2026, from $115.0M to $398.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 784 clients, or 196 clients per representative. That equates to $508.4K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on February 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
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The full Lester Financial Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Lester Financial Group, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.