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Business Profile

Financial Planning Consultants

Lesjak Planning Corp.
BBB Accredited BusinessA+Rated by BBB
Visit Website(440) 871-9500Write a Review

About

Overview

Lesjak Planning Corp.

1991 Crocker Rd Ste 575

Westlake, OH 44145-6971

View Service Area
See Hours
Operating Hours
8:30 AM - 4:30 PM
8:30 AM - 4:30 PM
8:30 AM - 4:30 PM
8:30 AM - 4:30 PM
8:30 AM - 4:30 PM
Closed
Closed

BBB Accreditation & Rating

Lesjak Planning Corp. is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

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About This Business

Lesjak Planning is a finacial planning firm.

BBB Accredited Since: 2/1/1978

Years in Business: 48

Products and Services

Lesjak Planning Corp provides financial planning and advisory services, including investment management, tax planning, retirement planning, estate planning, insurance planning, and plan services.

Business Details

Local BBB:
BBB Serving Greater Cleveland
BBB File Opened:
1/1/1978
Business Started:
1/1/1978
Business Management:
Mr. David M. Lesjak, President
Mr. Michael Lesjak, Secretary/Treasurer

Additional Contact Information

Principal Contacts
Mr. David M. Lesjak, President
Customer Contacts
Mr. David M. Lesjak, President
Fax numbers
Primary Fax: (440) 871-3607
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of CRD 842592 for this business, issued by U.S. Securities and Exchange Commission (SEC). The expiration date of this license is 12/31/2026.

U.S. Securities and Exchange Commission (SEC)

450 Fifth Street, NW

Washington DC 20549

Fax: (202) 9429634

Website

BBB records show a license number of IARD/CRD 110090 for this business, issued by U.S. Securities and Exchange Commission (SEC). The expiration date of this license is 12/31/2026.

U.S. Securities and Exchange Commission (SEC)

450 Fifth Street, NW

Washington DC 20549

Fax: (202) 9429634

Website

Additional Information

Payment methods
Lesjak Planning operates as a fee-based investment advisory firm and typically charges clients based on agreed advisory fees or a percentage of assets managed rather than traditional retail point-of-sale payment methods.
Refund and Exchange Policy
Lesjak Planning Corp. is a financial planning and advisory firm, meaning they do not have a retail product refund or exchange policy.
Other Resources
National Futures Association (NFA)
300 S. Riverside Plaza, #1800
Chicago IL 60606-6615
Phone Number: 312-781-1300
Fax Number: 312-781-1467
http://www.nfa.futures.org
[email protected]
Ohio Department of Commerce / Division of Financial Institutions
77 South High Street, 21st Floor
Columbus OH 43215
Phone Number: (614) 728-8400
Fax Number: 614-728-0380
http://www.com.ohio.gov/fiin
[email protected]
Ohio Department of Commerce / Division of Securities
77 S. High Street 22nd Floor
Columbus OH 44321
Phone Number: (614) 644-7381
http://www.com.ohio.gov/secu
U.S. Securities & Exchange Commission (SEC) / Chicago Regional Office
175 W. Jackson Boulevard, Suite 900
Chicago IL 60604
Phone Number: (312) 353-7390
http://www.sec.gov
[email protected]
Business Categories
Financial Planning Consultants, Investment Advisory Services

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