Jacob
Lechusz

Allspring Funds Management, LLC

CRD#4799693
Investment Advisor
in Menomonee Falls, WI

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About this Advisor

Jacob Lechusz is a financial advisor based in Menomonee Falls, Wisconsin, working with Allspring Funds Management, LLC. Jacob has previously held positions at Wells Fargo Funds Distributor, LLC, Wells Fargo Funds Management, LLC, and Wells Capital Management. Jacob has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Jacob is part of Allspring Funds Management, LLC, which operates out of Menomonee Falls, Wisconsin. The firm has 1 office and 513 employees. The firm manages assets totaling $300.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Allspring Funds Management, LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

100 Heritage Reserve
Menomonee Falls, WI 53051

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Allspring Funds Management, LLC Brokerage Details

Total Assets Under Management

$300,798,686,558

WI Average: $3,625,019,099
Total Number of Employees

513

WI Average: 22
Total Number of Accounts

8,078

WI Average: 1,917
Average Account Size

$37,236,777

WI Average: $1,890,985

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jacob Lechusz Work History

2015 - Present (9 years)

Wells Capital Management

2005 - 2015 (10 years)

Wells Fargo Funds Distributor, LLC

2005 - 2015 (10 years)

Wells Fargo Funds Management, LLC

Disclosures

Please visit the SEC profile of Jacob Lechusz 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 Allspring Funds Management, LLC

Christopher Miller
Menomonee Falls, WI
David Kashtan
Manahawkin, NJ
Thomas Flynn
Charlotte, NC
Delia Mellen
Charlotte, NC
Nelson Goenaga
Charlotte, NC
Kristin Carcio
Boston, MA
Margaret Wade
Boston, MA
Ellen Golterman
Boston, MA

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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