Charles R. Lesser

PERFORMANCE WEALTH

Hinsdale, IL 60521

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CRD#: 6523791

Professional summary

Charles Ronald Lesser, CFP®, who also goes by Charles Lesser, is a registered financial advisor currently at PERFORMANCE WEALTH located in Hinsdale, Illinois.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Charles has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charles Lesser

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Ronald Lesser'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®

CFP^®

Certified Financial Planner

Start date: 2023

Experience

Current

January 17, 2021 - Present

PERFORMANCE WEALTH

Office #1: 36 E. Hinsdale Ave, Hinsdale, IL 60521

RIA

CRD#: 311735

Hinsdale, IL

Past

January 16, 2020 - November 4, 2020

BALASA DINVERNO FOLTZ LLC

RIA

CRD#: 113630

ITASCA, 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".

PERFORMANCE WEALTH

PERFORMANCE WEALTH | PERFORMANCE WEALTH PARTNERS, LLC | PERFORMANCE WEALTH PARTNERS | PERFORMANCE WEALTH ADVISORS, LLC | PERFORMANCE WEALTH ADVISORS

CRD#: 311735 / SEC#: 801-120074

RIA

Registered Investment Advisory firm - (1/4/2021 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
(1/17/2021)

IAR

Texas
(1/17/2021)

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: 1/16/2020

Uniform Investment Adviser Law Examination

Current Firm

PERFORMANCE WEALTH

PERFORMANCE WEALTH | PERFORMANCE WEALTH PARTNERS, LLC | PERFORMANCE WEALTH PARTNERS | PERFORMANCE WEALTH ADVISORS, LLC | PERFORMANCE WEALTH ADVISORS

CRD#: 311735 / SEC#: 801-120074

RIA

Registered Investment Advisory firm - (1/4/2021 Approved)

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Contact information

Main Address

36 E. Hinsdale Ave, Hinsdale, IL 60521

Mailing Address

Phone number

(630) 686-5715

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PERFORMANCE WEALTH DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE, AND PRIVACY POLICY (1/22/2025)

Regulatory assets under management

Total Number of Accounts	2,296
AUM (Assets Under Management)	$ 3,387,124,011

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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Charles R. Lesser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Ronald Lesser's CRS (Customer Relationship Summary).

Certified licenses

Experience

PERFORMANCE WEALTH

BALASA DINVERNO FOLTZ LLC

Primary Firm SEC Registration

PERFORMANCE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 1/16/2020

Current Firm

PERFORMANCE WEALTH

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PERFORMANCE WEALTH

TRUST BUT VERIFY

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