James
Ploeger
Lester Financial Group, LLC
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About this Advisor
James Ploeger is a chartered financial consultant based out of Champaign, Illinois with a total of 1 year of industry experience. Ploeger currently works for Lester Financial Group, LLC. Their career trajectory has included roles at Ploeger & Associates Inc, Valmark Securities, Inc, Valmark Advisers, Inc, Securities America Inc, Securities America Advisors, Arbor Point Advisors and Lester Financial Group, LLC. Ploeger holds a Series 63 license, qualifying them as a securities agent, and can work in Illinois. Lester Financial Group, LLC is an advisory firm with a branch in Champaign, Illinois. It has $133 million in assets among its 712 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 712 accounts, just 2% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The business offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. Fee types charged by Lester Financial Group, LLC can consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lester Financial Group, LLC Brokerage Details
$133,400,000
5
712
$187,360
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Ploeger Work History
James has been registered as a financial advisor for 1 years.*
Lester Financial Group, LLC
Securities America Inc
Ploeger & Associates Inc
Arbor Point Advisors
Securities America Advisors
Valmark Securities, Inc
Valmark Advisers, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Ploeger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lester Financial Group, LLC
Champaign, IL
Champaign, IL
Terre Haute, IN
Champaign, IL
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