James Ploeger
James Ploeger is a ChFC-designated registered investment advisor at Lester Financial Group, LLC, based in Champaign, IL, with 58 years of industry experience. James 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
James is an owner and salesman at Ploeger & Associates, Inc., a corporation focused on selling non-equity insurance products. This takes about a quarter of his time, with minimal time spent on securities trading.
Employment History
Current Registrations
Lester Financial Group, LLC
Previous Registrations
Arbor Point Advisors
Securities America, INC.Broker
Securities America Advisors, INC.
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
Investment Management & Research, INCBroker
General American Life Insurance CompanyBroker
Weinrich, Zitzmann & Whitehead, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Cg Equity Sales CompanyBroker
State Registrations1 state
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.