AdFi
KS

Kelly Sue Lesnick

Investment Adviser Representative at FIRST HEARTLAND CONSULTANTS, INC.

Boerne, TXCRD #4653371Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
States Registered
10 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kelly Sue Lesnick has worked in the securities industry since 2014. They are registered to provide investment advisory services in 10 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 10 states
ArizonaCaliforniaColoradoFloridaMontanaSouth CarolinaSouth DakotaTexasVirginiaWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/27/2014
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/8/2014

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0175
Source

First Heartland Consultants, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FIRST HEARTLAND CONSULTANTS, INC.Current
2/1/2016Boerne, TX
TRANSAMERICA FINANCIAL ADVISORS, INC.
10/27/20142/20/2016Washington Township, OH

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kelly Sue Lesnick has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Kelly Sue Lesnick - Financial Advisor in Boerne, TX | AdvisorFinder