See Hours
| Monday | 8:30 AM - 4:30 PM |
|---|---|
| Tuesday | 8:30 AM - 4:30 PM |
| Wednesday | 8:30 AM - 4:30 PM |
| Thursday | 8:30 AM - 4:30 PM |
| Friday | 8:30 AM - 4:30 PM |
| Saturday | Closed |
| Sunday | Closed |
About
Overview
Lesjak Planning Corp.
1991 Crocker Rd Ste 575
Westlake, OH 44145-6971
BBB Accredited Since: 2/1/1978
Years in Business: 47
BBB Accreditation & Rating
About This Business
Products and Services
Services we provide:
Investment Management
Tax Planning
Retirement Planning
Estate Planning
Insurance Planning
Qualified 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
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 12/31/2025.
U.S. Securities and Exchange Commission (SEC)
450 Fifth Street, NW
Washington DC 20549
Fax: (202) 9429634
WebsiteBBB 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 12/31/2025.
U.S. Securities and Exchange Commission (SEC)
450 Fifth Street, NW
Washington DC 20549
Fax: (202) 9429634
WebsiteAdditional Information
- 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
More Resources
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