Aaron Adcock, financial advisor Chesterton IN

Aaron Adcock

CRD Number: 4849315
Current Firm: Lakeside Wealth Management Group, LLC

Aaron Adcock (CRD# 4849315) is an Investment Advisor Representative working at Lakeside Wealth Management Group, LLC in Chesterton, IN and has over 15 years of experience in the finance industry.

Similar Advisors
Genay Airey, financial advisor Chesterton IN
Genay K. Airey
CRD# 1623480
Oneamerica Securities, Inc.
Similar Advisors
Agnes Andrysiak, financial advisor Chesterton IN
Agnes S. Andrysiak
CRD# 1868356
Ausdal Financial Partners, Inc.
Similar Advisors
Mark Anleitner, financial advisor Chesterton IN
Mark D. Anleitner
CRD# 4661368
J.p. Morgan Securities LLC
Company Name Location Dates Years
Lakeside Wealth Management Group Chesterton, IN Jan 2012 - Current 8
Chase Investment Services Corp Akron, OH Mar 2011 - Jan 2012 < 1
Charles Schwab Bank, N.a. Richfield, OH Feb 2008 - Mar 2011 3
Charles Schwab & Company, Inc. Richfield, OH Feb 2005 - Mar 2011 6
Schwab Retirement Plan Services, Inc. Richfield, OH Feb 2005 - Mar 2011 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Aaron Adcock
Phone Number: 219-926-1182
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Aaron Adcock and other advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.