Nathan Gist (CRD# 5067437) is an Investment Advisor Representative working at Lesjak Planning, LLC in Westlake, OH and has 1 year of experience in the finance industry. Nathan Gist has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6053832
Voya Financial Advisors, Inc.
CRD# 5192091
Charles Schwab & Company, Inc.
CRD# 5480573
Voya Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lesjak Planning Corporation | Westlake, OH | Jul 2002 - Current | 21 |
- FL
- OH
-
Total Assets Under Management343MILLIONS
-
Total Number of Accounts377ACCOUNTS
-
Average Account Value$910,875
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
FL, OH
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