Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Lesar is an investment advisor representative who is registered in the state of Wisconsin. Andrew has been in the industry since 2014. Andrew is currently employed with State Farm Investment Management Corp. Andrew is a Series 6 and Series 63 holder. Andrew also holds the SIE and Series 65. In addition to his work as an investment advisor representative, Andrew is also the owner of Andrew Lesar's Insurance Agency. Andrew's insurance agency is also located in Hales Corners, WI.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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WI
11/08/2022 - Present
State Farm Investment Management Corp. (Hales Corners WI)
IA
Issued 09/23/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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