Michael
Farr

Lester Financial Group, LLC

CRD#1688254
Investment Advisor
in Terre Haute, IN

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About this Advisor

Michael Farr is a financial advisor based in Terre Haute, Indiana, working with Lester Financial Group, LLC. Michael has previously held positions at Michael R Farr Agency Inc, Lincoln Financial Securities Corporation, Securities America, Inc, Woodbury Financial, Securities America Advisors, Arbor Point Advisors, Lester Financial Group, LLC, and Osaic Wealth, Inc. Michael has passed the Series 63 regulatory exam and is registered to provide services in Illinois and Indiana. Currently, Michael is part of Lester Financial Group, LLC, which operates out of Terre Haute, Indiana. 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.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2901 Ohio Blvd Suite 114-8
Terre Haute, IN 47803

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Lester Financial Group, LLC Brokerage Details

Total Assets Under Management

$163,725,000

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

5

IN Average: 44
Total Number of Accounts

516

IN Average: 2,564
Average Account Size

$317,297

IN Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Michael Farr Work History

2024 - Present (1 year)

Osaic Wealth, Inc

2022 - Present (3 years)

Lester Financial Group, LLC

1984 - Present (41 years)

Michael R Farr Agency Inc

2020 - 2022 (2 years)

Securities America Advisors

2020 - 2022 (2 years)

Arbor Point Advisors

2018 - 2024 (6 years)

Securities America, Inc

2015 - 2018 (3 years)

Lincoln Financial Securities Corporation

2001 - 2015 (14 years)

Woodbury Financial

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Disclosures

Please visit the SEC profile of Michael Farr 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

Blake Lester
Champaign, IL
Todd Lester
Champaign, IL
Michael Farr
Terre Haute, IN
James Ploeger
Champaign, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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