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Lakeside Wealth Management Employee Directory

Financial ServicesIndiana, United States11-50 Employees

Lakeside Wealth Management has about 39 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (93%) and United Kingdom Of Great Britain And Northern Ireland (7%). Banking and Consulting make up over half of the profiles with a known department. Lakeside Wealth Management's workforce fell 58% between January 2026 and November 2026.

Find Lakeside Wealth Management employees' phone numbers or email addresses

Lakeside Wealth Management Global Highlights

Location
Employees

North America
25

Minus sign iconPlus sign icon
  • United States Of America
    25

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

North America accounts for 93% of Lakeside Wealth Management's workforce, followed by Europe (7%).

Lakeside Wealth Management's Leadership

  • Senior Vice President at Lakeside Wealth Management
    T. J.
    Senior Vice President
    Mobile Phone
  • Director at Lakeside Wealth Management
    E. M.
    Director
    Mobile Phone
  • Director Of Operations, Retirement Plans Division at Lakeside Wealth Management
    M. S.
    Director Of Operations, Retirement Plans Division
    Mobile Phone
  • Retirement Education Specialist at Lakeside Wealth Management
    P. C.
    Retirement Education Specialist
    Mobile Phone
  • Company Secretary at Lakeside Wealth Management
    R. H.
    Company Secretary
    Mobile Phone

Lakeside Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Program & Project Management
  • Other
  • Consulting

Banking is the largest department at 75% of profiles with a known department, up from 67% in January 2026, followed by Consulting (25%, up from 0%).

Contact profiles from Lakeside Wealth Management

Name
Title
Contact
Location
Last Update
  • Senior Vice President at Lakeside Wealth Management
    T. J.
    Senior Vice President
    Mobile Phone
    Oct 17, 2024
  • Director at Lakeside Wealth Management
    E. M.
    Director
    Mobile Phone
    Oct 21, 2024
  • Director Of Operations, Retirement Plans Division at Lakeside Wealth Management
    M. S.
    Director Of Operations, Retirement Plans Division
    Mobile Phone
    Oct 23, 2024
  • Retirement Education Specialist at Lakeside Wealth Management
    P. C.
    Retirement Education Specialist
    Mobile Phone
    Oct 23, 2024
  • Company Secretary at Lakeside Wealth Management
    R. H.
    Company Secretary
    Mobile Phone
    UNITED KINGDOM, KENT
    Jul 19, 2023

Frequently Asked Questions

What are the largest departments at Lakeside Wealth Management?

Minus sign iconPlus sign iconBanking is the largest department at 75% of profiles with a known department, up from 67% in January 2026, followed by Consulting (25%, up from 0%).

Where are Lakeside Wealth Management's employees located?

Minus sign iconPlus sign iconLakeside Wealth Management has about 39 employees across 2 continents, most of them in North America. North America accounts for 93% of Lakeside Wealth Management's workforce, followed by Europe (7%). By country, the largest groups are United States Of America (93%) and United Kingdom Of Great Britain And Northern Ireland (7%).

How has Lakeside Wealth Management's workforce changed over the past year?

Minus sign iconPlus sign iconLakeside Wealth Management's workforce fell 58% between January 2026 and November 2026. Banking's share of profiles with a known department rose from 67% to 75%.

How many employees does Lakeside Wealth Management have currently?

Minus sign iconPlus sign iconLakeside Wealth Management has approximately 39 employees as of November 2026. These team members are located across 2 continents, including North America and Europe.

Who are Lakeside Wealth Management's key employees and leadership?

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As of November 2026, Lakeside Wealth Management's key employees include:

  • Senior Vice President: T. J.
  • Director: E. M.
  • Director Of Operations, Retirement Plans Division: M. S.
  • Retirement Education Specialist: P. C.
  • Company Secretary: R. H.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Lakeside Wealth Management's most common email format?

Minus sign iconPlus sign iconLakeside Wealth Management employees' email format typically follows the pattern of First@lakesidewealth.com. Trying to find reliable and up-to-date employee contact data? Find more Lakeside Wealth Management email formats with LeadIQ.

What is Lakeside Wealth Management known for?

Minus sign iconPlus sign iconLakeside Wealth Management was founded in 2004 and operates in the Financial Services industry. You can contact Lakeside Wealth Management's main corporate office by phone at
+1-219-926-****
. Explore Lakeside Wealth Management's company overview page for more information.

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