Lesjak Planning, LLC
Lesjak Planning, LLC (CRD# 110090) is a financial advisory firm headquartered in Westlake, OH. They manage $343,400,000 in 377 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management343MILLION
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Total Number of Accounts377ACCOUNTS
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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
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.
David Lesjak (CRD# 842592) is an Investment Advisor Representative working at Lesjak Planning, LLC in Westlake, OH and has over 40 years of experience in the finance industry.
Kevin Lesjak (CRD# 7059202) is an Investment Advisor Representative working at Lesjak Planning, LLC in Westlake, OH and has 1 year of experience in the finance industry.
Michael Lesjak (CRD# 1081405) is an Investment Advisor Representative working at Lesjak Planning, LLC in Westlake, OH and has over 28 years of experience in the finance industry.
Marc Thomas (CRD# 4672267) is an Investment Advisor Representative working at Lesjak Planning, LLC in Westlake, OH and has 1 year of experience in the finance industry.