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Melanie Lesko

25 Years of Experience
Springfield, IL
BrokerSells Insurance

Melanie Lesko is a registered investment advisor at Skinner, Copper & Ehmen Wealth Management, LLC, based in Springfield, IL, with 25 years of industry experience. Melanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 571 clients with $710M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
571 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$705.7M

Fee Structure

SCE Wealth Management offers investment management through wrap accounts. Please see the separate Wrap Fee Program Brochure for complete information regarding this advisory service. If SCE Wealth Management refers you to a third party money manager, the fees for this service are debited as laid out in the Comprehensive Portfolio Management Agreement or Asset Management Agreement between you and SCE Wealth Management. This fee is in addition to any fees assessed by the chosen third party money manager.

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Location

3000 Professional Drive, Suite 201, Springfield, IL, 62703

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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

Melanie is a joint owner of property and unpaid bookkeeper for Lesko Construction, dedicating minimal time. She is also a Registered Representative for Skinner Copper & Ehmen Wealth Management, LLC, working nearly full-time, and a licensed insurance agent selling various insurance products, dedicating minimal time.

Employment History
Current Registrations
Skinner, Copper & Ehmen Wealth Management, LLC
February 2012 - Present · 14 yrs 3 mos
Purshe Kaplan Sterling InvestmentsBroker
February 2012 - Present · 14 yrs 3 mos
Previous Registrations
NFP Securities, INC.
January 2007 - February 2012 · 5 yrs 1 mo
NFP Securities, INC.Broker
January 2007 - February 2012 · 5 yrs 1 mo
Raymond James Financial Services
January 2001 - January 2007 · 6 yrs
Raymond James Financial Services, INC.Broker
July 2000 - January 2007 · 6 yrs 6 mos
State Registrations5 states
ALFLILOKTX
AdvisorBrokerBoth

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.