Michael
Lesjak
Lesjak Planning, LLC
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About this Advisor
Michael Lesjak is a financial advisor operating in Westlake, Ohio with 24 years of industry experience. Lesjak currently works for Lesjak Planning, LLC. Throughout their career, Lesjak has worked at United Planners' Financial Services Of America A Limited Partner and Lesjak Planning Corp. Lesjak maintains a Series 63 license, qualifying them as a securities representative, and can work in Ohio. Lesjak Planning, LLC is a registered investment firm headquartered in Westlake, OH. It handles $314 million in assets under management across its 385 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 385 customer accounts, 21% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Lesjak Planning, LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and publication of newsletters. Financial advisory fees usually depend on which services the firm provides the client. Fee types charged by Lesjak Planning, LLC likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lesjak Planning, LLC Brokerage Details
$313,700,000
7
385
$814,805
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Michael Lesjak Work History
Michael has been registered as a financial advisor for 24 years.*
United Planners' Financial Services Of America A Limited Partner
Lesjak Planning Corp
*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 Michael Lesjak 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 Lesjak Planning, LLC
Westlake, OH
Westlake, OH
Westlake, OH
Westlake, OH
Westlake, OH
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.
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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.
