9AT: LESTER FINANCIAL GROUP, LLC

Adviser Profile

As of Date	02/27/2026
Registration	SEC, Approved, 05/13/2022
ADV Location	CHAMPAIGN, IL, United States
Contact Info	217 xxxxxxx
Websites

AUM^*	398,589,024 143%
of that, discretionary	398,589,024 143%
Number of Employees	5
of those in investment advisory functions	4
Private Fund GAV^*	0
Avg Account Size	356,520 12%
% High Net Worth	6.76% -4%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser PRIMERICA ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM15.5b	#Funds-
Adviser FIFTH THIRD SECURITIES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM10.9b	#Funds-
Adviser MORNINGSTAR INVESTMENT SERVICES LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.4b	#Funds-
Adviser PACE FINANCIAL ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM362.1m	#Funds-
Adviser PROVIDENCE WEALTH ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM684.4m	#Funds-
Adviser TUCKER FINANCIAL GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM339.0m	#Funds-
Adviser RETIREMENT PLANNING GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM375.4m	#Funds-
Adviser PLANMEMBER SECURITIES CORPORATION	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM10.1b	#Funds-
Adviser TRILOGY CAPITAL, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM3.2b	#Funds-
Adviser TOTAL WEALTH PLANNING AND MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM238.8m	#Funds-

Brochure Summary

Overview

Lester Financial Group, LLC (hereinafter called “LFG”) is a Registered Investment Adviser based in Champaign, Illinois, and incorporated under the laws of the State of Illinois. LFG is wholly owned by Todd Lester. LFG is registered with the SEC and subject to the rules and regulations of the US Advisers Act. Founded in January 2022, LFG provides investment advisory services, which may include, but are not limited to, the review of client investment objectives and goals, recommending asset allocation strategies of managed assets among investment products such as cash, stocks, mutual funds and bonds, annuities, and/or preparing written investment strategies. Our investment advice is tailored to meet our clients’ needs and investment objectives. Clients may impose restrictions on investing in certain securities or types of securities (such as a product type, specific companies, specific sectors, etc.) by providing a signed and dated written notification, of which an e-mail is also an acceptable form of notification. LFG also provides financial planning consulting services including, but not limited to, risk assessment/management, investment planning, estate planning, financial organization, or financial decision making/negotiation. LFG provides investment advisory and other financial services through its Investment Advisory

Representatives ("IAR") to accounts opened with LFG. Managed Accounts are available to individuals and high net worth individuals. LFG provides discretionary investment advisory services to some of its clients through various managed account programs. LFG will assist clients in determining the suitability of the Managed Account Programs for the client. The IAR is compensated through a comprehensive single fee and the account may be assessed other charges associated with conducting a brokerage business. LFG and its IAR, as appropriate, will be responsible for the following:
• Performing due diligence
• Recommending strategic asset and style allocations
• Providing research on investment product options, as needed
• Providing client risk profile questionnaire
• Obtaining investment advisory contract from client with required financial, risk tolerance, suitability and investment vehicle selection information for each new account
• Performing client suitability check on account documentation, review the investment objectives and evaluate the investment vehicle selections
• Providing Firm Brochure (this document) As of March 13, 2023, the firm has Discretionary assets under management of $133,400,000 and Non-discretionary assets under management of $0. Form ADV, Part 2A, Item 5

LESTER FINANCIAL GROUP, LLC

LESTER FINANCIAL GROUP, LLC

PLOEGER & ASSOCIATES INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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LESTER FINANCIAL GROUP, LLC LESTER FINANCIAL GROUP, LLC PLOEGER & ASSOCIATES INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

LESTER FINANCIAL GROUP, LLC

LESTER FINANCIAL GROUP, LLC

PLOEGER & ASSOCIATES INC.