Lakeside Wealth Management Employee Directory

Financial ServicesIndiana, United States11-50 Employees

Lakeside Wealth Management operates in the financial services sector, providing investment management and related advisory services. It manages more than $1.6 billion in assets on behalf of institutions, corporations, and private clients. The organization employs a team of financial professionals and service staff to support client relationships across the continental United States.

Securities for clients are offered through First Allied Securities, Inc., a registered broker-dealer; Lakeside Wealth Management provides advisory services as a registered investment adviser and is not affiliated with First Allied. The firm is based in Chesterton, Indiana, and maintains an additional office in Brookfield, Wisconsin, enabling service across the United States. Its client base includes institutions, corporations, and private individuals seeking asset management and advisory support.

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