LS
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Leslie Straus

6 Years of Experience
Brookfield, WI
Sells Insurance

Leslie Straus is a registered investment advisor at Benevest & Associates, INC., based in Brookfield, WI, with 6 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

250 N Patrick Blvd, Ste100, Brookfield, WI, 53045

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Leslie is involved in several businesses, primarily as Vice President, including insurance-related companies, retirement plan administration, HR consulting, payroll services, IT services, and administration services. Leslie also dedicates about 10% of their time to financial education as Vice President of BeneVest, Inc.

Employment History
Current Registrations
Benevest & Associates, INC.
June 2019 - Present · 6 yrs 11 mos
State Registrations1 state
WI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.