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    Lakeside Wealth Management

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    Description

    • Lakeside Wealth Management Group, LLC and Lakeside Financial Group, LLC collectively manage over $800 million on behalf of institutions, corporations, and private clients. We are made up of 17 financial advisors and 15 client service professionals. Our office in Chesterton, Indiana, services clients throughout the entire continental United States. Our firm has grown rapidly through our holistic approach to wealth management planning and preservation.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
    • location

      Headquarters:3100 Village Point Suite 200, Chesterton, Indiana, United States

      More
    • Lakeside Wealth Management phone

      Phone Number: +1 219-926-1182

    • Lakeside Wealth Management website

      Website: https://www.lakesidewealth.com

    • Lakeside Wealth Management employees

      Employees:27

    • Lakeside Wealth Management revenue

      Revenue:$1 - 10M

    • Lakeside Wealth Management legal name

      Legal Name:Lakeside Wealth Management

    • Lakeside Wealth Management's Social Media

      Lakeside Wealth Management linkedin Lakeside Wealth Management twitter
    • done Is this data correct?

    • |  NAICS Code: 524126  |

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    Person level website identification

    President for Lakeside Wealth Management

    Don Morris

    President

    Person level website visitor identification

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    View Employees

    Don Morris

    President

    Chip Morris

    Chief Investment Officer And Chief Operating Officer

    Michele Shifley

    Director Of Operations, Retirement Plans Division

    Ray Hibbert

    Director

    Elizabeth Marks

    Director Of Strategic Development

    Frequently Asked Questions regarding Lakeside Wealth Management

    • Where are Lakeside Wealth Management's Headquarters?

      Lakeside Wealth Management's Headquarters are in 3100 Village Point Suite 200,Chesterton,Indiana,United States

    • What is Lakeside Wealth Management's phone number?

      Lakeside Wealth Management's phone number is +1 219-926-1182

    • What is Lakeside Wealth Management's official website?

      Lakeside Wealth Management's official website is https://www.lakesidewealth.com

    • What is Lakeside Wealth Management's Revenue?

      Lakeside Wealth Management's revenue is $1 - 10M

    • What is Lakeside Wealth Management's NAICS code?

      Lakeside Wealth Management's NAICS code is 524126

    • How many employees are working in Lakeside Wealth Management

      Lakeside Wealth Management has 27 employees

    • What is Lakeside Wealth Management's Industry?

      Lakeside Wealth Management is in the industry of Financial Services

    • Who is Lakeside Wealth Management's President?

      Lakeside Wealth Management's President is Don Morris

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