Todd Lester
Todd Lester is a registered investment advisor at Lester Financial Group, LLC, based in Champaign, IL, with 30 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 784 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable at Lester Financial Group's sole discretion.
Fee Estimator
Location
301 N. Neil St., Suite 400, Champaign, IL, 61820
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Todd owns Lester Financial Group, where he works as an insurance agent selling fixed insurance products, dedicating a few hours per week. He is also a registered representative with Securities America, Inc., offering brokerage services to clients, which takes about 10-20% of his time.
Employment History
Current Registrations
Lester Financial Group, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Arbor Point Advisors
Securities America Advisors, INC.
Securities America, INC.Broker
New England SecuritiesBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations2 states
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.