Melanie K. Lesko

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT

SPRINGFIELD, IL 62703

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CRD#: 4221331

Professional summary

Melanie Kay Lesko, who also goes by Melanie Kay Morton, is a registered financial advisor currently at SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC located in Springfield, Illinois and PURSHE KAPLAN STERLING INVESTMENTS located in Springfield, Illinois.

Melanie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Melanie has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Melanie Kay Morton

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.

1) LESKO CONSTRUCTION; NOT INVESTMENT RELATED; 7773 W. OUTER RD SHERMAN, IL 62684; JOINT OWNER OF PROPERTY; UNPAID BOOK KEEPER; START DATE: 07/01/1995; APPROX 5 HRS/MO 2) SKINNER COPPER & EHMEN WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 3000 PROFESSIONAL DR. STE 201 SPRINGFIELD, IL 62703; RIA; REGISTERED REPRESENTATIVE; START DATE: 01/2007; APPROX 160 HRS/MO 3) LICENSED INSURANCE AGENT; INVESTMENT-RELATED; CASUALTY, FIRE, HEALTH, LIFE, AND VARIABLE CONTRACTS INSURANCE; 3000 PROFESSIONAL DRIVE, SUITE 201, SPRINGFIELD, ILLINOIS 62703; 2 HOURS PER MONTH DEVOTED TO THIS OUTSIDE BUSINESS ACTIVITY; 2 HOURS DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melanie Kay Lesko'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

February 15, 2012 - Present

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

Office #1: 3000 Professional Drive Suite 201, Springfield, IL 62703

RIA

CRD#: 159255

SPRINGFIELD, IL

Current

February 15, 2012 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 3000 Professional Dr. Suite 201, Springfield, IL 62703

CRD#: 35747

Springfield, IL

Past

January 29, 2007 - February 16, 2012

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

SPRINGFIELD, IL

Past

January 29, 2007 - February 16, 2012

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

SPRINGFIELD, IL

Past

January 26, 2001 - January 29, 2007

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

SPRINGFIELD, IL

Past

July 12, 2000 - January 29, 2007

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

SPRINGFIELD, IL

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".

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

CRD#: 159255 / SEC#: 801-73087

RIA

Registered Investment Advisory firm - (2/15/2012 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(2/15/2012)

Florida
(1/4/2017)

IAR

Illinois
(2/15/2012)

Illinois
(5/1/2017)

Oklahoma
(2/15/2012)

Texas
(1/4/2017)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/21/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/2/2000

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: 7/11/2000

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

CRD#: 159255 / SEC#: 801-73087

RIA

Registered Investment Advisory firm - (2/15/2012 Approved)

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Contact information

Main Address

3000 Professional Dr. Ste 201, Springfield, IL 62703

Mailing Address

Phone number

(217) 753-4020

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

ADV PART 2A - FIRM BROCHURE (10/28/2025)

ADV PART 2A APPENDIX 1- WRAP FEE BROCHURE (2/6/2025)

Regulatory assets under management

Total Number of Accounts	1,974
AUM (Assets Under Management)	$ 623,962,646

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.

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Melanie K. Lesko

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melanie Kay Lesko's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/21/2000

Series 63

Date: 8/2/2000

SIE

Date: 10/1/2018

Series 7

Date: 7/11/2000

FINRA

Current Firm

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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