LESTER FINANCIAL GROUP, LLC

301 N. Neil St.
Suite 400
Champaign, Illinois 61820
Tel: 217-356-6533

About LESTER FINANCIAL GROUP, LLC

LESTER FINANCIAL GROUP, LLC, formally registered with the SEC as LESTER FINANCIAL GROUP, LLC. The firm was established in 05/13/2022. They have over 2 offices throughout the country.

LESTER FINANCIAL GROUP, LLC is a Champaign, Illinois based Financial Planning firm with nearly $163,725,000 assets under management, offering retirement planning & investment advisory services to 516 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317036
SEC#	801-122944
Assets Managed by Firm	$163,725,000
No. of Clients	516
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	516	$163,725,000
Individuals (other than high net worth individuals)	486	$126,478,958
High net worth individuals	37	$37,246,042

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