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Donald Lesch

Advisor at Owtur Investment Advisors, LLC

Updated today

Firm

Owtur Investment Advisors, LLC

Location

Weatherford, TX

Credentials

Series 65

Industry experience

3 years

About

Donald Lesch is a financial advisor at Owtur Investment Advisors, LLC in Weatherford, TX, holding a Series 65 designation with three years of industry experience. He has worked at Owtur Investment Advisors since 2022 and was self-employed from 2014 to 2022. Owtur Investment Advisors, LLC provides discretionary investment management and advisory services primarily to high-net-worth individuals. The firm employs a range of analytical methods, including technical, fundamental, and cyclical analysis, uses both long- and short-term trading strategies, and offers limited financial planning as part of its services.

Client services

Based on Owtur Investment Advisors, LLC

Portfolio management Selection of other advisers

Expertise

Based on Owtur Investment Advisors, LLC

Active portfolio management General retirement planning General tax planning

Fee options

Percentage

Up to 1.50% maximum advisory fee (negotiable)

Other

Account minimum: $1,000,000 (may be waived) Minimum fee: Minimum fee varies; may be zero for pro-bono clients Fee-only: Advisory fees based on percentage of assets under management, no commissions

Location

Weatherford, TX

Most active in

Texas

Work history

Owtur Investment Advisors, LLC

2022 - Present (4 years)

Self Employed

2014 - 2022 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Matthew B

Series 63, Series 65

Aledo, TX

Harvest Capital Management

Annuities

Travis M

CFP®

Weatherford, TX

Forthright Financial Services

You deserve simple, straightforward financial advice that you understand and trust. I’m the son of two master plumbers. When it came to plumbing, “master” is the right word. They were good at what they did. And, like all contractors and tradesmen, their business went through highs and lows. When times were good, we took amazing vacations and enjoyed life together. When times were tough, like going through bankruptcy to avoid losing everything, we had to bear the burden. This is a story told all too often, and it’s why I started Forthright Financial Services. I received a Bachelors Degree in Accounting, Masters Degree in Taxation, and a Certification in Financial Planning on my way to becoming a Certified Financial Planner® professional. I worked for 4 years at a CPA firm, where I became the lead tax associate for individuals and small partnerships. I switched careers to my original passion and worked for a great financial planning firm for 5 years. While there I became the director of financial planning and helped create and implement the entire financial planning process. Throughout my journey, I helped my dad in many different ways. After my dad passed away, I left my job and started my business with the mission to help other hard-working business owners, like him, understand their finances in order to minimize taxes, maximize cashflows, increase profits, and grow their business efficiently. As a contractor, your business and your personal financial situations are so connected that I believe you need special advice to address both of those areas simultaneously. That special guidance is exactly what we provide. Straightforward advice for all circumstances, goals, and seasons of life – that’s always a phone call away. If you’re ready to offload the stress and worry around your money and your business, now and for when your working days are done, let’s talk. Also help with: Small Business help Family Business Planning Self-Employed Individuals & Consultants planning Tax Planning Charitable Giving Business Planning Holistic Financial Planning Entrepreneurs Startup Founders Retirement Planning Cryptocurrency Financial Life Planning & Financial Coaching Family Financial Planning Social Security Optimization Baby Boomers, Gen X, Gen Y/Millenials, Gen Z Christian Business Owners

Business Financial Management Business ownership considerations Tax strategies for small businesses Independent Contractor
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Vint S

Series 66

Weatherford, TX

Stevenson Advisory Services & Investments

General retirement planning Cash flow / budgeting Tax-loss harvesting

Josh B

CFP®

Weatherford, TX

Exponential Advisors LLC

Joshua Brooks doesn't just manage money—he orchestrates financial victories. As founder and lead Certified Financial Planner® at Exponential Advisors, he's built his practice on a simple premise: veterans deserve financial strategies as disciplined and effective as their military training. With over two decades of military service and now serving as an Army Reserve chaplain in the 490th Civil Affairs Battalion, Joshua understands both spreadsheets and sacrifice. He's counseled soldiers through deployment stress and guided families through financial storms, discovering that the same tactical thinking that wins missions can demolish debt and build lasting wealth. At Exponential Advisors, Joshua deploys AI-enhanced financial artillery to hit every target: investment growth, risk management, tax efficiency, and legacy planning. He treats market volatility like enemy fire—anticipated, analyzed, and neutralized through superior positioning. His blockchain expertise and analytical prowess transform chaotic markets into navigable terrain. Joshua's communication cuts through financial fog like tracer rounds through darkness. He translates complex concepts into crystal-clear action plans, whether he's explaining why a Roth IRA beats traditional savings like air support beats ground assault, or demonstrating how Bitcoin fits into a diversified portfolio like special forces complement regular infantry. Every financial plan becomes a strategic operation with defined objectives, measurable outcomes, and adaptive protocols.

Wealth management Military & Veterans Christian Faith Based Baby Boomers (Born 1946-1964)
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Timothy D

CFP®, Series 63, Series 65

Aledo, TX

Dutton Financial Planning, LLC

Retirement income strategy Cash flow / budgeting Founder/Business Owner
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Todd V

Series 63, Series 65

Weatherford, TX

VanDenburg Capital Management

Private / alternative investments Real estate investing Executive Founder/Business Owner Approaching retirement Young Professionals
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