Lakeshore Financial Group logo

Lakeshore Financial Group Employee Directory

Financial ServicesIllinois, United States51-200 Employees

Lakeshore Financial Group is a mid-sized financial services firm based in Chicago, Illinois, offering a spectrum of products and services aimed at addressing risk management and asset accumulation. By tailoring designs and selecting appropriate insurance and investment products, it seeks to protect clients’ financial well-being. The firm prioritizes putting clients’ needs first and aims to cultivate long-term relationships through retirement, estate, and business succession planning.

The organization leverages a network of professionals at its home office and a broker/dealer to provide a broad array of financial solutions, supported by collaboration among insurance underwriters, investment managers, and pension administrators. Securities are offered exclusively through Equity Services, Inc., and Lakeshore Financial Group operates independently of Equity Services, Inc.

Find Lakeshore Financial Group employees' phone numbers or email addresses

Lakeshore Financial Group Global Highlights

Location
Employees

North America
95

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  • United States Of America
    94
  • Canada
    1

Lakeshore Financial Group's Leadership

  • Stylized image of a person
    N. S.
    President
    Phone icon
  • Stylized image of a person
    R. M.
    Managing Partner
    Phone icon
  • Stylized image of a person
    I. J. W.
    Owner
    Phone icon
  • Stylized image of a person
    K. K.
    Owner
    Phone icon
  • Stylized image of a person
    S. A.
    Owner
    Phone icon
  • Stylized image of a person
    E. M.
    Financial Services Representative
    Phone icon
  • Stylized image of a person
    S. B.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    J. K.
    Financial Professional
    Phone icon

Lakeshore Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Branding
  • Business
  • Community & Social Services
  • Finance
  • Other
  • Sales
  • Accounting

Contact profiles from Lakeshore Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. M.
    Managing Partner
    Phone icon
    United StatesIowa
    May 24, 2026
  • Stylized image of a person
    N. S.
    President
    Phone icon
    United States
    Jun 28, 2026
  • Stylized image of a person
    I. J. W.
    Owner
    Phone icon
    CanadaOntario
    May 28, 2026
  • Stylized image of a person
    K. K.
    Owner
    Phone icon
    United StatesWisconsin
    Jun 01, 2026
  • Stylized image of a person
    S. A.
    Owner
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    E. M.
    Financial Services Representative
    Phone icon
    United StatesFlorida
    Jun 25, 2026
  • Stylized image of a person
    S. B.
    Financial Advisor
    Phone icon
    United StatesWisconsin
    Jun 26, 2026
  • Stylized image of a person
    J. K.
    Financial Professional
    Phone icon
    United StatesWisconsin
    Jun 02, 2026
  • Stylized image of a person
    M. E.
    Financial Advisor
    Phone icon
    United StatesWisconsin
    May 30, 2026
  • Stylized image of a person
    G. S.
    Financial Planner
    Phone icon
    Mar 25, 2026

Frequently Asked Questions

What is Lakeshore Financial Group known for?

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Lakeshore Financial Group was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 1 North Franklin Street Suite 3450 Chicago, Illinois 60606 United States. Explore Lakeshore Financial Group's company overview page for more information.

What is Lakeshore Financial Group's most common email format?

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Lakeshore Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lakeshore Financial Group email formats with LeadIQ.

How many employees does Lakeshore Financial Group have currently?

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Lakeshore Financial Group has approximately 73 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Lakeshore Financial Group's key employees and leadership?

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As of July 2026, Lakeshore Financial Group's key employees include:

  • President: N. S.
  • Managing Partner: R. M.
  • Owner: I. J. W.
  • Owner: K. K.
  • Owner: S. A.

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