Lesta Sanchez is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Denver, CO, with 16 years of industry experience. Lesta operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
8401 E Belleview, Denver, CO, 80237
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lesta is a 50% owner and managing member of BDM Investments, LLC, a real estate and rental business in Gering, NE, since March 2023. She spends a few hours per week managing the business accounts and expenses.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
State Registrations11 states
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