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Vice President / Secretary · Lakeside Advisors Inc

Kristi A. Mandt

CRD 1095765 · Named on Form ADV at one SEC-registered adviser

At a glance

Lakeside Advisors Inc, an SEC-registered wealth manager based in Seattle, WA with $412 million in regulatory assets, lists Kristi A. Mandt on its Form ADV as Vice President / Secretary, a control person.

Firms and roles

  • Lakeside Advisors IncVice President / SecretaryWealth manager · Seattle, WA · $412M in regulatory assets

AtlasMembers

Kristi’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
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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 Kristi’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.