Tanya Lesinski
Advisor at Edward Jones — Ludington, MI W Us Highway 10
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
9 years
Location
Ludington, MI 49431-9601
Edward Jones
Institution
Tanya Lesinski is a CFP® and Series 66-licensed financial advisor with Edward Jones in Ludington, MI, where she has worked for nine years. Prior to joining Edward Jones, she spent three years in real estate with CENTURY 21 Bayshore Real Estate. She is a member of SUMMIT LAND AND FOREST LLC, which consults with landowners on forest management programs, and serves as a deacon at Mason County Reformed Church, assisting with organizational leadership and budget planning without handling funds. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, managing approximately $1.01 trillion in assets.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Ludington, MI W Us Highway 10
3851 W Us Highway 10, Suite 3851
Ludington MI 49431-9601
Advisors at this office
2
Michigan
9 years of industry experience
Edward Jones
2017 - Present • 9 years
Ludington, MI
CENTURY 21 Bayshore Real Estate
2014 - 2017 • 3 years
Ludington, MI
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Is active or affiliated with:
Insurance agent
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Bank
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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