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Executive Committee Member, Chief Compliance Officer, COO, Owner · Lsia

Joann L. Kayser

CRD 5124952 · Named on Form ADV at one SEC-registered adviser

At a glance

Lsia, an SEC-registered wealth manager based in Bloomfield Hills, MI with $932 million in regulatory assets, lists Joann L. Kayser on its Form ADV as Executive Committee Member, Chief Compliance Officer, COO, Owner, a control person.

Firms and roles

  • LsiaExecutive Committee Member, Chief Compliance Officer, COO, OwnerWealth manager · Bloomfield Hills, MI · $932M in regulatory assets

AtlasMembers

Joann’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joann’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.