James
Ploeger
Lester Financial Group, LLC
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About this Advisor
James Ploeger is a financial advisor based in Champaign, Illinois, working with Lester Financial Group, LLC. James has previously held positions at Ploeger & Associates Inc, Valmark Securities, Inc, Valmark Advisers, Inc, Securities America Inc, Securities America Advisors, Arbor Point Advisors, and Lester Financial Group, LLC. James has passed the Series 63 regulatory exam and is registered to provide services in Illinois. Currently, James is part of Lester Financial Group, LLC, which operates out of Champaign, Illinois. The firm has 1 office and 5 employees. The firm manages assets totaling $163.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Lester Financial Group, LLC includes asset-based, hourly, and fixed fees.
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Fee Structure
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Lester Financial Group, LLC Brokerage Details
$163,725,000
5
516
$317,297
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Ploeger Work History
Lester Financial Group, LLC
Securities America Inc
Ploeger & Associates Inc
Arbor Point Advisors
Securities America Advisors
Valmark Securities, Inc
Valmark Advisers, Inc
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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