Todd A. Lester

LESTER FINANCIAL GROUP

Champaign, IL 61820

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CRD#: 2619323

Professional summary

Todd Allen Lester is a registered financial advisor currently at LESTER FINANCIAL GROUP, LLC located in Champaign, Illinois.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Todd has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

***LESTER FINANCIAL GROUP POSITION: Owner NATURE: LESTER FINANCIAL GROUP - INSURANCE SALES - AGENT INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/1995 ADDRESS: 301 N. Neil St., Champaign IL 61820 DESCRIPTION: Offering fixed insurance products to clients POSITION: Registered Rep NATURE: SECURITIES AMERICA, INC - Broker Dealer INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2004 ADDRESS: 301 N. Neil St., Champaign IL 61820 DESCRIPTION: Offer brokerage services to clients

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Allen Lester's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 27, 2022 - Present

LESTER FINANCIAL GROUP, LLC

Office #1: 301 N. Neil St. Suite 400, Champaign, IL 61820

RIA

CRD#: 317036

Champaign, IL

Past

June 14, 2024 - December 31, 2024

OSAIC WEALTH, INC.

CRD#: 23131

MATTOON, IL

Past

August 5, 2020 - January 5, 2023

ARBOR POINT ADVISORS

RIA

CRD#: 165127

MAHOMET, IL

Past

March 24, 2004 - July 28, 2021

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

MAHOMET, IL

Past

February 2, 2004 - June 14, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

CHAMPAIGN, IL

Past

March 18, 2003 - February 5, 2004

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

June 10, 1998 - March 10, 2003

OSAIC FA, INC.

RIA

CRD#: 3978

CHAMPAIGN, IL

Past

August 31, 1995 - March 10, 2003

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

August 31, 1995 - March 10, 2003

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LESTER FINANCIAL GROUP, LLC

LESTER FINANCIAL GROUP, LLC | PLOEGER & ASSOCIATES INC.

CRD#: 317036 / SEC#: 801-122944

RIA

Registered Investment Advisory firm - (5/13/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(1/27/2022)

IAR

Texas
(10/12/2023)

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

State Security Law Exam

IAR

Series 65

Date: 8/24/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/13/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/25/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/30/1995

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/30/2003

General Securities Principal Examination

Current Firm

LESTER FINANCIAL GROUP, LLC

LESTER FINANCIAL GROUP, LLC | PLOEGER & ASSOCIATES INC.

CRD#: 317036 / SEC#: 801-122944

RIA

Registered Investment Advisory firm - (5/13/2022 Approved)

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Contact information

Main Address

301 N. Neil St. Suite 400, Champaign, IL 61820

Mailing Address

Phone number

(217) 356-6533

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LFG ADV PART 2A (3/17/2025)

Regulatory assets under management

Total Number of Accounts	1,579
AUM (Assets Under Management)	$ 264,056,030

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Todd A. Lester

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Allen Lester's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

ARBOR POINT ADVISORS

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

NEW ENGLAND SECURITIES

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

Primary Firm SEC Registration

LESTER FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/24/1998

Series 63

Date: 10/13/1995

SIE

Date: 10/1/2018

Series 7

Date: 2/25/1998

Series 6

Date: 8/30/1995

Series 24

Date: 12/30/2003

Current Firm

LESTER FINANCIAL GROUP, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LESTER FINANCIAL GROUP, LLC

TRUST BUT VERIFY

Contact information

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