Lakeshore Financial Group Employee Directory

Financial ServicesUnited States51-200 Employees

Lakeshore Financial Group offers a range of financial products and services. We assist our clients by recommending products and services that are designed to help solve their risk and asset accumulation problems. By applying appropriate designs and selecting quality insurance and investment products, we help protect our clients’ well being. In order to live up to our clients’ expectations, we are committed to putting their needs and interests first. Whether it’s a retirement plan, an estate plan, or a business succession plan, our goal is to build and maintain long term relationships based upon integrity, performance, and responsiveness.

Establishing a relationship with Lakeshore Financial Group makes available to you an organization that keeps its focus on your interests. Drawing upon a network of professionals at our home office and broker/dealer, we participate in dynamic business relationships that bring you innovative ideas, excellent service, and a broad spectrum of financial products. Through the collaborative efforts of insurance underwriters, investment managers, and pension administrators, we deliver an understanding of your financial needs in an ever-changing financial world.

Securities are offered solely by Equity Services, Inc., Member FINRA (FINRA.org) and SIPC (SIPC.org), 1 N Franklin Ave, Suite 3450, Chicago, IL 60606 (312) 236-2500 Lakeshore Financial Group is independent of Equity Services, Inc.  TC8513921(1025)3

Find Lakeshore Financial Group employees' phone numbers or email addresses

Lakeshore Financial Group Global Highlights

Location
Employees

North America
93

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  • United States Of America
    92
  • Canada
    1

Lakeshore Financial Group's Leadership

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    N. S.
    President
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  • Stylized image of a person
    I. J. W.
    Owner
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  • Stylized image of a person
    K. K.
    Owner
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    S. A.
    Owner
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    R. A.
    Managing Director
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    D. A.
    Financial Services Representative
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  • Stylized image of a person
    E. M.
    Financial Services Representative
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  • Stylized image of a person
    J. S.
    Financial Services Professional
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Contact profiles from Lakeshore Financial Group

Name
Title
Contact Info
Location
Last Update
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    S. B.
    Financial Advisor
    Phone icon
    United StatesWisconsin
    Nov 06, 2025
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    J. K.
    Financial Professional
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    United StatesWisconsin
    Oct 20, 2025
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    M. E.
    Financial Advisor
    Phone icon
    United StatesWisconsin
    Nov 14, 2025
  • Stylized image of a person
    A. M. D.
    Financial Planner
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    United StatesMichigan
    Nov 06, 2025
  • Stylized image of a person
    A. B.
    Advisor
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    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    E. J.
    Agent
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    United StatesWisconsin
    Oct 16, 2024
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    H. M.
    Practice Coordinator
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    Oct 21, 2024
  • Stylized image of a person
    J. M.
    Financial Advisor
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    United StatesMichigan
    Oct 23, 2024
  • Stylized image of a person
    L. J.
    Executive Assistant
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    Oct 22, 2024
  • Stylized image of a person
    L. J.
    Executive Assistant And Marketing Coordinator
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    Oct 17, 2024

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 N Franklin St, Suite 3450 Chicago, Illinois 60606, US. 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 74 employees as of December 2025. 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 December 2025, Lakeshore Financial Group's key employees include:

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

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