Leo Craig Lesch

Current Employers

Employment History

• 03/2008 → 06/2017
  Waddell & Reed, Inc.
  Germontown, WI
• 03/2008 → 06/2017
  Various Insurance Carriers For W&R Insurance Agencies
  Hartford, WI
• 08/2015 → Present
  Sky Guard Planning, Llc (Dba)
  Germantown, WI
• 06/2017 → 01/2024
  Woodbury Financial Services Inc
  Brookfield, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Brookfield, WI

Previous Registrations

• 2017-06-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  West Bend, WI
  Brookfield, WI
• 2008-03-28 → 2017-06-05
  Waddell & Reed
  Waukesha, WI
  Germantown, WI
  Madison, WI

Other Businesses

1) VORTEX LEASING, LLC POSITION: Member/Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2009 ADDRESS: 5108 Pinetree Circle, Racine WI 53402, United States; DESCRIPTION: The LLC currently owns two helicopters and operates as a leasing agent to several commercial pilots and helicopter businesses. I am a commercial pilot. This LLC allows the commercial pilots and helicopter businesses to have operational control over the aircraft while mitigating the LLCs risk according to FAA and insurance relationships. 2) SKY GUARD PLANNING POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/14/2015 ADDRESS: W275N6964 Leslie Lane, Hartland WI 53029, United States DESCRIPTION: Used to sell fixed insurance through this DBA, but no longer use it. Am going to keep the business name active to prevent any other business to start with the same name. 3) BSA PAC POSITION: Council Past Executive President NATURE: Non-Profit Organization (Potawatomi Area Council - Boy Scouts of America) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/25/2022 ADDRESS: 804 Bluemound Road, Waukesha WI 53188, United States DESCRIPTION: Serve as the Past Council President and volunteer of the Potawatomi Area Council. Serve as Chair of the Nominating Committee. Identify and help recruit an ever stronger Board. Serve as Volunteer Representative for the Council in the community. 4) MPC ADVISERS POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 02/28/2022 ADDRESS: 16655 W. Bluemound Rd., Suite 150, Brookfield WI 53005, United States DESCRIPTION: Provide comprehensive financial planning and wealth management services to individual and corporate relationships.

Exams

• S66 Uniform Combined State Law Examination
  2008-03-27

Designations

Other Names

• Leo Lesch