Leo Lesch is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Brookfield, WI, with 18 years of industry experience. Leo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
16655 W Bluemound Rd, Suite 150, Brookfield, WI, 53005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Leo is a member/owner of Vortex Leasing, LLC, which leases helicopters, and owns Sky Guard Planning LLC, though it is no longer used for selling insurance. He also serves as Past Council President for the Potawatomi Area Council - Boy Scouts of America and is an Investment Advisor Representative at MPC Advisers, dedicating more than full-time hours to this role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Waddell & Reed
Waddell & ReedBroker
State Registrations14 states
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