Michael Lefko

About Michael Lefko

My position as a financial advisor gives me the privilege of witnessing generations of my clients and their families go to college, save for travel, enjoy their hobbies, retire with dignity, and ultimately protect and transfer their wealth. I pride myself on always putting the interests of my clients first and delivering clear, caring, and transparent advice.Originally from Green Bay, I relocated to Ozaukee County in early 2020 to better serve my clients. My wife, Layna, and I currently live in Grafton where we share our home with our three cats, Lily, Henry and Mo, and our two dogs, Hazel and Huck. In addition to being animal lovers, we enjoy the outdoors, trying new restaurants, cheering on our hometown Packers, and most importantly spending time with family.Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc, which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Aug 2020 — Present · Milwaukee, WI, US

   At Edward Jones, my focus is partnering with clients within the community to help them achieve their unique financial goals. By leveraging the thousands of professionals and advanced technology our firm offers, I help long-term investors stay on track as we continue to work hand in hand throughout the course of their life.

Education

• University of Wisconsin-Green Bay

  Bachelor of Business Administration - BBA, Business Administration

  2014 — 2019