Todd Allen Lester

Employer firm

Lester Financial Group, LLC CRD 317036

$399M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2004 → 06/2024
  Securities America, Inc.
  Champaign, IL
• 03/2004 → 01/2022
  Securities America Advisors, Inc.
  Champaign, IL
• 08/1995 → Present
  Lester & Associates
  Champaign, IL
• 08/2020 → 01/2022
  Arbor Point Advisors
  Mahomet, IL
• 01/2022 → Present
  Lester Financial Group, Llc
  Mahomet, IL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Mattoon, IL

Previous Registrations

• 2020-08-05 → 2023-01-05
  Arbor Point Advisors
  Mahomet, IL
• 2004-03-24 → 2021-07-28
  Securities America Advisors, Inc.
  Mahomet, IL
  Champaign, IL
  Mattoon, IL
  Mattoon, IL
• 1998-06-10 → 2003-03-10
  Osaic Fa, Inc.
  Champaign, IL

Other Businesses

***LESTER FINANCIAL GROUP POSITION: Owner NATURE: LESTER FINANCIAL GROUP - INSURANCE SALES - AGENT INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/1995 ADDRESS: 301 N. Neil St., Champaign IL 61820 DESCRIPTION: Offering fixed insurance products to clients POSITION: Registered Rep NATURE: SECURITIES AMERICA, INC - Broker Dealer INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2004 ADDRESS: 301 N. Neil St., Champaign IL 61820 DESCRIPTION: Offer brokerage services to clients

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-24
• S63 Uniform Securities Agent State Law Examination
  1995-10-13