Lakeshore Wealth Management LLC
Firm details
- Headquarters
- Lake Lotawana, Missouri
- CRD number
- 331324
- Website
- lakeshorewealthkc.com
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals58.96%
- HNWI40.93%
- Charitable Organizations0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Lakeshore Wealth Management LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional accounts and functions as a capital allocator, selecting third‑party managers in addition to providing in‑house portfolio management. Its advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Lakeshore also operates as an insurance broker, and its fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed fees. The firm does not report active ESG investing, multi‑state adviser status, or pension consulting activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities22%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Jonathan Dold
President, CEOCRD 5746274
Contacts
2 of 2
Jessy Stoecklein
Director of Client ServicesCRD 7233851
Steven Strader
Senior Financial AdvisorCRD 4681307
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lake Lotawana, MO
Jackson
Location
Lake Lotawana, MO
Headquartered in Lake Lotawana, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Jackson
- Address
- 9613 S Lake Shore Dr
- Time zone
- CT (UTC-6)
- Office locations
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