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Alec R Leasure

Advisor at Northrock Partners, LLC — Shorewood, IL

Updated today

Credentials

Series 66

Experience

5 years

Location

Shorewood, IL 60404

Northrock Partners, LLC logo

Northrock Partners, LLC

Multi-team

Total advisors

95

Across 21 offices

Clients per advisor

50 Typical

Avg AUM per client

$2,520,339 Very High

HNW client ratio

47% Very High

About

Alec Leasure is a financial advisor with NorthRock Partners, LLC, holding a Series 66 designation and five years of industry experience. His prior positions include roles at Ameriprise and Woodbury Financial Services. Outside of advising, he has experience in real estate ownership unrelated to his investment activities. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that incorporates broad asset allocation, diversification, private market investments, and technology-driven tools alongside human oversight.

Client services

Based on Northrock Partners, LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops General consulting services

Expertise

Based on Northrock Partners, LLC

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy

Occupation focus

Based on Northrock Partners, LLC

Founder/Business Owner Retired Executive

Demographic focus

Based on Northrock Partners, LLC

Approaching retirement Established Professionals

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Fee options

Fixed

Flat fees ranging from $500 to $10,000 for retirement plan services, depending on the scope of service

Percentage

0.50% to 1.50% annually, depending upon size, nature and complexity of the client relationship

Performance-based

Performance-based fees and carried interest from certain private funds sponsored or advised by NorthRock, applicable to qualified clients/investors, with terms described in fund offering documents

Other

Minimum fee: Minimum Program Fee of $5,000 per year, waivable or adjustable at NorthRock's sole discretion

Location

See office

Shorewood, IL

862 Center Ct., Unit D

Shorewood IL 60404

Advisors at this office

1

Most active in

Illinois · Texas

Work history

5 years of industry experience

Osaic Wealth inc

2026 - Present • 1 year

Darien, IL

NorthRock Partners

2026 - 2026 • 1 year

Shorewood, IL

Ameriprise

2022 - 2026 • 4 years

Shorewood, IL

Woodbury Financial Services INC

2020 - 2022 • 2 years

Warrenville, IL

Lewis University

2016 - 2020 • 4 years

Romeoville, IL

Joliet Marine and Drydock Inc

2014 - 2022 • 8 years

Joliet, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Douglas R

Series 63

New Lenox, IL

Lenox Capital Management, Inc.

Douglas Ruth is the president and owner of Lenox Capital Management, Inc., an independent registered investment adviser based in New Lenox, Illinois. He holds a Series 63 designation and has 40 years of industry experience. Ruth has led Lenox Capital Management since 1997 and has been involved with Lenox Financial Services, Inc. since 1994. He also serves as a board member of TB Clinic and operates an insurance agency offering life, health, and dental products. Lenox Capital Management provides portfolio management and financial planning services primarily to individual clients, as well as businesses and institutions. The firm employs both fundamental and technical analysis, supporting active and passive investment strategies, with ongoing account reviews conducted by Ruth as the sole adviser.

Active portfolio management General tax planning
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Anthony K

Series 65

Homer Glen, IL

Paisley Financial LLC

Anthony Krcmar is the managing member of Paisley Financial LLC with 16 years of industry experience. He holds a Series 65 designation and has held roles at Grassland Capital, LLC and Bluestem Capital Partners, LLC. Outside of his advisory work, he is involved with Kwiktrading, where he dedicates time as an associated person. Paisley Financial serves individual clients, including high-net-worth households, as well as pension and institutional clients, providing financial consulting, retirement and estate planning, and portfolio management. The firm employs an individualized asset-allocation approach using a broad range of securities and strategies, with regular portfolio reviews and third-party custodianship.

General retirement planning College savings (529s, UTMA, etc.) Business succession planning Founder/Business Owner Retired
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David F

Series 63, Series 65

Minooka, IL

Finnestad Financial

David Finnestad is the sole advisor at Finnestad Financial in Minooka, IL, holding Series 63 and Series 65 licenses with 28 years of experience in the financial industry. He has been self-employed in the livestock and agriculture sector since 1994 alongside his financial advisory work that began in 1987. Finnestad Financial provides fee-only investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers discretionary portfolio management using a variety of analytical methods and implements client-directed strategies with ongoing monitoring tailored to each client's objectives and risk tolerance.

Options & derivatives strategies Active portfolio management
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Mohit A

Series 65

Plainfield, IL

Century Trace Investment Advisors LLC

Mohit Aggarwal is a financial advisor at Century Trace Investment Advisors LLC with four years of industry experience. He holds a Series 65 designation and has prior work experience with NTT Data and Infosys BPO Ltd. Century Trace Investment Advisors LLC provides personalized investment advisory and portfolio management services primarily to individuals and small businesses. The firm employs a long-term, buy-and-hold investment approach with diversified portfolios and offers both custom and model strategies, delivering services on a non-discretionary basis with client trade approval.

College savings (529s, UTMA, etc.) Self-Employed
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Michael L

Series 63, Series 65

Bolingbrook, IL

MLN Investments LLC

Michael Lavelle is the sole advisor at MLN Investments LLC in Bolingbrook, IL, holding Series 63 and Series 65 designations with 25 years of industry experience. He has managed MLN Investments since 2012 and has also been involved with MoneyBlock since 2014. MLN Investments LLC provides discretionary investment supervisory services to individuals, including high-net-worth clients, as well as institutional clients such as banks, pension plans, trusts, and corporations. The firm employs a multi-faceted investment approach incorporating charting, fundamental, technical, and cyclical analysis, and utilizes strategies involving mutual funds, equities, bonds, ETFs, REITs, options, and futures.

Options & derivatives strategies Active portfolio management
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David L

ChFC®, Series 63

Willow Springs, IL

Comprehensive Planning, Inc.

David Lucado is a financial advisor at Comprehensive Planning, Inc. with 51 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Comprehensive Planning since 2015, having been self-employed since 1973. Comprehensive Planning, Inc. advises individuals and small businesses on mutual funds, variable annuities, variable life products, and a range of individual insurance products. The firm operates as both a licensed insurance agency and a branch of a broker-dealer, providing recommendations based on client information without exercising investment discretion or charging advisory fees.

Annuities Life insurance needs analysis Long-term care insurance Disability insurance
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