Lakeshore Wealth Management LLC
Firm details
- Headquarters
- Lake Lotawana, Missouri
- CRD number
- 331324
- Website
- lakeshorewealthkc.com
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals58.96%
- HNWI40.93%
- Charitable Organizations0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Lakeshore Wealth Management LLC is an independent, individual-owned RIA that serves both individual and institutional clients. The firm combines fee-based advisory work (percentage of AUM, hourly, and fixed fees) with insurance brokerage services. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and selecting third-party managers. Lakeshore identifies itself as an active capital allocator but does not position itself as an ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities22%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Jonathan Dold
President, CEOCRD 5746274
Contacts
2 of 2
Jessy Stoecklein
Director of Client ServicesCRD 7233851
Steven Strader
Senior Financial AdvisorCRD 4681307
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lake Lotawana, MO
Jackson
Location
Lake Lotawana, MO
Headquartered in Lake Lotawana, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Jackson
- Address
- 9613 S Lake Shore Dr
- Time zone
- CT (UTC-6)
- Office locations
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