John
Lesser
Plante Moran Financial Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
John Lesser is a certified financial planner and chartered financial analyst operating in Southfield, Michigan with 15 years of relevant experience. Lesser works at Plante Moran Financial Advisors. Over the course of their career, they have held roles at Plante & Moran, Plante Moran Financial Advisors and Plante Moran Insurance Agency. Lesser is able to work in Illinois, Michigan and Ohio. Plante Moran Financial Advisors is a registered investment business headquartered in Southfield, MI. The firm has offices in 12 locations and a total of 139 employees. It has $17 billion in assets across its 16,199 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves four charities and foundations. Of its 16,199 client accounts, 87% are associated with high-net-worth investors who have at least $1 million in investable assets. Plante Moran Financial Advisors has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types charged by Plante Moran Financial Advisors likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Plante Moran Financial Advisors Brokerage Details
$16,742,515,079
139
16,199
$1,033,552
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
John Lesser Work History
John has been registered as a financial advisor for 15 years.*
Plante Moran Insurance Agency
Plante Moran Financial Advisors
Plante & Moran
*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 John Lesser 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 Plante Moran Financial Advisors
Detroit, MI
West Bloomfield, MI
Monroe, WA
Chicago, IL
Portage, MI
Southfield, MI
Ann Arbor, MI
Southfield, MI
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
