Lester Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lester Financial Group, LLC is an SEC-registered investment adviser serving individual and high‑net‑worth clients with discretionary portfolio management and financial planning and consulting services. The firm reports approximately $398.6 million in discretionary assets across about 784 client accounts and provides advice on asset allocation, investment selection, and estate and risk‑management planning.
Portfolios are tailored to clients’ objectives, time horizons, and stated risk tolerances and employ a mix of approaches such as asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term holdings; accounts are typically managed on a discretionary basis and reviewed at least quarterly by the firm’s principal. For execution and custody the firm recommends a national custodian and may aggregate client orders into block trades and use dollar‑cost averaging as part of implementation.
Noteworthy differences from many peers include formal promoter referral arrangements under which the firm pays referral fees and management personnel who are also licensed insurance agents and may receive separate insurance commissions, each of which is disclosed as a potential conflict of interest. The brochure also highlights the firm’s use of third‑party service providers that employ artificial intelligence/machine‑learning components and describes periodic due diligence on those providers, and the firm operates with all reported assets managed on a discretionary basis and no stated account minimum.
Client services
Expertise
Fee options
Fixed fee arrangements from $500 to $25,000 depending on services provided
Maximum 2.00% annually
$100 - $500 per hour depending on negotiation and complexity
Fee-only: Hourly fees range from $100 - $500 per hour; Fixed fee arrangements range from $500 - $25,000
Main office
301 N. Neil St., Suite 400
Champaign IL 61820
Advisors at this office
2
Most active in
Florida · Illinois · Indiana · Louisiana · Missouri · Texas · Wisconsin
Also doing business as
Lester Financial Group, LLC · Ploeger & Associates Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Todd L
Series 63, Series 65
Champaign, IL
Lester Financial Group, LLC
Todd Lester is a financial advisor at Lester Financial Group, LLC with over 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Arbor Point Advisors and Securities America Advisors, Inc. In addition to advisory services, he is licensed to offer fixed insurance products to clients. Lester Financial Group, LLC serves individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm manages approximately $398.6 million in discretionary assets, tailoring portfolios using multiple investment strategies and providing ongoing account reviews.
Blake L
Series 66
Champaign, IL
Lester Financial Group, LLC
Blake Lester is a financial advisor at Lester Financial Group, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Securities America, Inc. and Gilliam Mease Advisors. Lester Financial Group, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm manages approximately $398.6 million in assets across nearly 800 accounts, employing approaches such as asset allocation, dollar-cost averaging, and technical analysis tailored to clients’ objectives and risk tolerances.
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