Insights

Extensive AUM Lakeside Wealth Management manages over $1.6 billion on behalf of institutions, corporations, and private clients, indicating a strong financial portfolio and potential for large-scale investment opportunities.

Nationwide Reach With offices in Chesterton, Indiana and Brookfield, Wisconsin, Lakeside Wealth Management services clients across the whole continental United States, presenting a broad market for sales expansion and client acquisition.

Multi-Service Team The team at Lakeside consists of 20 financial professionals and 18 service professionals, ensuring a diverse skill set to cater to various client needs and potentially offering cross-selling opportunities across services.

Regulatory Compliance Being affiliated with Registered Broker/Dealer First Allied Securities, Inc. and registered as a Investment Adviser, Lakeside demonstrates strong adherence to regulatory standards, reassuring clients and opening doors for partnerships with compliance-focused entities.

Tech-savvy Operations Utilizing Google Analytics, WordPress, and other tech tools, Lakeside displays a commitment to leveraging technology for enhanced client experiences, presenting opportunities for tech-oriented partnerships and solutions sales.

Similar companies to Lakeside Wealth Management

Lakeside Wealth Management Tech Stack

Lakeside Wealth Management uses 8 technology products and services including Google Analytics, WordPress, jQuery UI, and more. Explore Lakeside Wealth Management's tech stack below.

  • Google Analytics
    Analytics
  • WordPress
    Content Management System
  • jQuery UI
    Javascript Libraries
  • Lightbox
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Google Maps
    Maps
  • PHP
    Programming Languages
  • Gravity Forms
    Web Platform Extensions

Media & News

Lakeside Wealth Management's Email Address Formats

Lakeside Wealth Management uses at least 1 format(s):
Lakeside Wealth Management Email FormatsExamplePercentage
First@lakesidewealth.comJohn@lakesidewealth.com
47%
Last@lakesidewealth.comDoe@lakesidewealth.com
4%
LastF@lakesidewealth.comDoeJ@lakesidewealth.com
2%
First@lakesidewealth.comJohn@lakesidewealth.com
47%

Frequently Asked Questions

Where is Lakeside Wealth Management's headquarters located?

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Lakeside Wealth Management's main headquarters is located at 3100 Village Point Suite 200 Chesterton, IN 46304 US. The company has employees across 2 continents, including North AmericaEurope.

What is Lakeside Wealth Management's phone number?

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You can contact Lakeside Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Lakeside Wealth Management's stock symbol?

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Lakeside Wealth Management is a publicly traded company; the company's stock symbol is N/A.

What is Lakeside Wealth Management's official website and social media links?

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Lakeside Wealth Management's official website is lakesidewealth.com and has social profiles on LinkedIn.

What is Lakeside Wealth Management's NAICS code?

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Lakeside Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Lakeside Wealth Management have currently?

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As of March 2020, Lakeside Wealth Management has approximately 39 employees across 2 continents, including North AmericaEurope. Key team members include Chief Investment Officer: C. M.Chief Operations Officer: J. H.Head Pooch/Owner: T. P.. Explore Lakeside Wealth Management's employee directory with LeadIQ.

What industry does Lakeside Wealth Management belong to?

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Lakeside Wealth Management operates in the Financial Services industry.

What technology does Lakeside Wealth Management use?

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Lakeside Wealth Management's tech stack includes Google AnalyticsWordPressjQuery UILightboxjQueryGoogle MapsPHPGravity Forms.

What is Lakeside Wealth Management's email format?

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Lakeside Wealth Management's email format typically follows the pattern of . Find more Lakeside Wealth Management email formats with LeadIQ.

When was Lakeside Wealth Management founded?

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Lakeside Wealth Management was founded in 2004.
Lakeside Wealth Management

Lakeside Wealth Management

Financial ServicesIndiana, United States11-50 Employees

Lakeside Wealth Management collectively manage over $1.6 billion on behalf of institutions, corporations, and private clients. We are made up of 20 financial professionals and 18 service professionals who believe, above all, in a life well-lived for our clients. We do what we do because we want our clients to live a truly rich life with equal parts; character, health, family and prosperity.

We have offices located in Chesterton, Indiana and Brookfiled, Wisconsin to service clients throughout the entire continental United States. 

Securities offered through First Allied Securities, Inc., A Registered Broker/Dealer. Member FINRA/SIPC. Advisory services offered through Lakeside Wealth Management. A Registered Investment Adviser and is not affiliated entities with 
First Allied Securities. www.finra.org & www.sipc.org. 

All third-party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice

Section iconCompany Overview

Headquarters
3100 Village Point Suite 200 Chesterton, IN 46304 US
Phone number
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
2004
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

Section iconFunding & Financials

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