Lakeside Wealth Management Group, LLC
Lakeside Wealth Management Group, LLC (CRD# 140271) is a financial advisory firm headquartered in Chesterton, IN. They manage $1,162,046,273 in 2,560 accounts and serve the financial needs of clients across 18 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management1,162MILLION
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Total Number of Accounts2,560ACCOUNTS
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Average Account Value$453,924
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, FL, GA, IL, IN, KY, LA, MA, MI, NC, NE, NV, NY, OH, TX, WI
Financial Advisors at Lakeside Wealth Management Group, LLC
No Advisor Found.
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