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Advisors / Wisconsin / Thiensville
6yrs

Michael Lefko

Financial advisor at Edward Jones

Michael Lefko has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Thiensville, Wisconsin. Michael joined Edward Jones in 2020, a firm offering financial planning, investment management, and retirement plan consulting. Michael holds the CFP® designation.

One of 13 advisors with offices in Thiensville, and one of 11 fiduciaries.

Thiensville, WI 53092CFP®Fiduciary advisor
Call the officeDirections

At a glance

Experience6 years (since 2020)
How that compares ?6 years in the industry
Office108 East Freistadt, Thiensville, WI 53092
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state

Services through Edward Jones

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2020 – now
    Edward JonesCurrent firm

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Michael

How do I contact Michael?

Call Michael’s local office at (262) 242-2830 or the Edward Jones main office at (314) 515-2000, and ask for Michael Lefko.

How long has Michael been a financial advisor?

Michael has been in the industry since 2020, about 6 years. 6 years in the industry.

What licenses does Michael hold?

Series 66. Tap any license on this page to see what it allows.

Is Michael a fiduciary?

Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Michael paid?

Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Michael for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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