Charles Ronald Lesser
Investment adviser representative at Performance Wealth
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$4.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Performance WealthJan 2021 to now
- Performance Wealth Partners, LLCJan 2021 to now
- Balasa Dinverno Foltz LLCAug 2019 to Dec 2020
- Efg AdvisorsJan 2019 to Jul 2019
- UnemployedSep 2018 to Jan 2019
- Otis Elevator CompanyMay 2017 to Aug 2017
- Illinois State University Means Center for Entrepreneurial StudiJan 2017 to Aug 2018
- Illinois State UniversityAug 2016 to May 2018
- Otis Elevator CompanyMay 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Performance Wealth
Legal name: Performance Wealth Partners, LLC
$4.1BAssets managed
953Clients
11Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6523791
- Firm CRD
- 311735