Melanie
Lesko

Skinner, Copper & Ehmen Wealth Management, LLC

CRD#4221331
Investment Advisor
in Springfield, IL

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About this Advisor

Melanie Lesko is a financial advisor based in Springfield, Illinois, working with Skinner, Copper & Ehmen Wealth Management, LLC. Melanie has previously held positions at Lesko Construction, Purshe Kaplan Sterling, and Skinner Copper & Ehmen Wealth Management. Melanie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Melanie is part of Skinner, Copper & Ehmen Wealth Management, LLC, which operates out of Springfield, Illinois. The firm has 6 employees and manages assets totaling $538.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Skinner, Copper & Ehmen Wealth Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3000 Professional Drive Suite 201
Springfield, IL 62703

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Skinner, Copper & Ehmen Wealth Management, LLC Brokerage Details

Total Assets Under Management

$538,934,153

IL Average: $6,674,516,078
Total Number of Employees

6

IL Average: 44
Total Number of Accounts

1,848

IL Average: 2,564
Average Account Size

$291,631

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Melanie Lesko Work History

2012 - Present (12 years)

Purshe Kaplan Sterling

2007 - Present (17 years)

Skinner Copper & Ehmen Wealth Management

1993 - Present (31 years)

Lesko Construction

Disclosures

Please visit the SEC profile of Melanie Lesko 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 Skinner, Copper & Ehmen Wealth Management, LLC

Noah Skinner
Springfield, IL
Lawrence Davsko
Springfield, IL
Ryan Ehmen
Springfield, IL
James Copper
Springfield, IL
Douglas Skinner
Springfield, IL
Melanie Lesko
Springfield, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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