Michael Joseph Lesjak
CFP®Professional Summary
Michael Joseph Lesjak, CFP®, who also goes by Mike Lesjak, is a registered financial advisor currently at LESJAK PLANNING, LLC located in Westlake, Ohio. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Michael has worked at 4 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Mike Lesjak
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
44 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
LESJAK PLANNING CORP | LESJAK PLANNING, LLC
Contact Information
Main Address
1991 Crocker Rd Suite 575, Westlake, OH 44145Phone Number
(440) 871-9500# of Employees
7SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
381AUM (Assets Under Management)
$396,000,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
LESJAK PLANNING CORP | LESJAK PLANNING, LLC
State Registrations and Notice Filings
(9/27/1999)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1982About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Joseph Lesjak's CRS (Customer Relationship Summary).
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