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Nathan Russell Gist

Lesjak Planning, LLC

Westlake, OH

CRD 5067437

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Employer firm

Lesjak Planning, LLC CRD 110090

$396M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters

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

Current Employers
Lesjak Planning, Llc

1991 Crocker Rd Suite 575, Westlake, OH 44145 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2005-11-22
  • OH RA
    APPROVED
    Since 2005-11-22

Branch Locations

1991 Crocker Rd Suite 575, Westlake, OH 44145 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lesjak Planning Corporation Westlake OH 07/2002 Present
  • 07/2002 → Present
    Lesjak Planning Corporation
    Westlake, OH
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

PARADIGM WEALTH MANAGEMENT, LLC
HIGHLAND CONSULTING ASSOCIATES INC.
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Nearby Investors

GREGORY STEVEN JOHNSON
KEVIN VINCENT COONEY
DOUGLAS CARL KUHLMAN

Nearby Offices

PARADIGM WEALTH MANAGEMENT, LLC · WESTLAKE, OH
HIGHLAND CONSULTING ASSOCIATES INC. · CLEVELAND, OH
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. · CLEVELAND, OH

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