Robert Michael Lester

Current Employers

Employment History

• 08/2003 → Present
  Epic Financial
  Brandon, FL
• 11/2014 → Present
  Talon Wealth Management
  The Villages, FL
• 05/2014 → 07/2019
  Taylor Capital Management
  Woodstock, GA
• 07/2015 → Present
  Retirement Wealth Advisors
  The Villages, FL
• 08/2011 → Present
  Dorado Group Llc
  The Villages, FL
• 07/2019 → 04/2022
  World Equity Group
  Arlington Heights, IL
• 07/2019 → Present
  Talon Private Wealth, Llc
  The Villages, FL
• 04/2021 → Present
  Talon Private Wealth, Llc
  The Villages, FL
• 03/2024 → Present
  Aag Capital
  Wesley Chapel, FL

Other Businesses

1) EPIC FINANCIAL GROUP, INC; Investment Related, Started 8/2003, Approx 15 hrs/mo, all during trading hours, Nature: SALE OF INSURANCE AND ANNUITY PRODUCTS; 11974 CR 101, SUITE 103 THE VILLAGES, FL 32162; Position: Owner, Duties: Sale of insurance an annuity products. 2) GUARDING YOUR NEST EGG RADIO SHOW; INVESTMENT RELATED; Started 10/2011, Approx 6 hrs/mo, none during trading hours, 11974 CR 101 SUITE 103 THE VILLAGES, FL 32162; OWNER/HOST; INVESTMENT TALK Radio SHOW COVERING CURRENT EVENTS AND GENERAL INVESTMENT INFORMATION - TALON WEALTH MANAGEMENT RELATED. Duties: Host of Radio show. 3) DORADO GROUP LLC; INVESTMENT RELATED; Started 8-2011, 11974 CR 101 SUITE 103 THE VILLAGES FL 32162; PRESIDENT; DORADO GROUP IS A REAL ESTATE HOLDING COMPANY; DUTIES INCLUDE COLLECTING RENTS, PAYING TAXES AND INSURANCE. HOURS DEDICATED: 1 HOUR/MONTH (0 DURING MARKET HOURS) 4) LAUREN PLAZA CONDO ASSOCIATION; NOT INVESTMENT RELATED; Started 3/2012, 11974 COUNTY ROAD 101 SUITE 103 THE VILLAGES FL 32162; CONDOMINIUM ASSOCIATION; SERVING AS VICE-PRESIDENT OF CONDO ASSOCIATION, DUTIES INCLUDE BUDGETS FOR COMMON AREA MAINTENANCE; HOURS DEDICATED: 1 HOUR /MONTH ( 0 DURING MARKET HOURS) 5) SHAREHOLDER OF RETIREMENT WEALTH ADVISORS, INC., INVESTMENT RELATED, Started 11-1-2018, Approx 1 hr/mo, none during trading hours, 89 IONIA AVE. NW, SUITE 600, GRAND RAPIDS, MI 49503; Position: Shareholder/MEMBER; Nature: RIA; Duties: Retirement Wealth Advisors is a RIA. We work with IAR's around the country and provide portfolios as well as marketing. Own 5%. 6) Talon Private Wealth, LLC, Investment related, Started 8/21/2018, Approx. 120 hrs/mo, all during trading hours, 11974 CR 101, #103, The Villages, FL 32162, Nature: Registered Investment Advisor operating in FL, GA, OK & CA, Position: Owner, Duties: I manage the RIA. We handle leads from the Guarding Your Nest Egg Radio Show and meet with clients and prospects in each state. We are fee based. 7) Brookstone Capital Management, LLC, Investment Related, Started 7/1/20, Approx 10 hrs/mo, all during trading hours, 1745 S. Naperville Rd., Wheaton, IL 60189, Nature: Turn Key Asset Management Platform and RIA, Position: Owner, Description: I own approx 2.6% of this company. My involvement is mostly passive. I anticipate I will attend company meetings and speak with advisors that work with this company. 8) Formula Folios, Investment Related, Started 11/1/2018, Approx. 10 hrs/mo, all during trading hours, 89 Ionia Ave. NW, Ste. 600, Grand Rapids, MI 49503, Nature: Turn-Key Asset Management Platform and RIA, Position: Owner, Duties: I owned approx 5% of Formula Folios which was the RIA I was an IAR of. Formula folios has now merged with Brookstone Capital Management, LLC. 9) Brookstone Insurance Group, LLC, Investment related, part owner, not actively involved with the exception of occasional board meetings. 10) Altruist Financial, LLC and Altruist LLC, State Date: 05/2021, Investment related, part owner, not actively involved with the exception of occasional board meetings.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-07-17

Other Names

• Robert Michael Lester
• Mike Lester