Financial ADVSR advisor directory · SEC adviser records
Lake Street financial advisors
Every SEC-registered investment adviser representative at Lake Street, by the state and city of the office they work from.
4 registered advisors work at Lake Street, in 2 states and 2 cities; the most are in Chicago, IL (3). 2 list the CFP designation and 1 are also registered broker representatives.
Search every Lake Street advisor by name →Who joined and left Lake Street →Lake Street: assets, clients and custodians →
Cities with the most Lake Street advisors
Lake Street advisors by state
Questions
How many financial advisors does Lake Street have?
4 investment adviser representatives are registered with Lake Street, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 2 list the CFP designation and 1 are also registered as broker representatives.
Where does Lake Street have the most advisors?
Chicago, IL, with 3 registered advisors, then Palm City, FL (1). By state, Illinois has the most, with 3.
How do I find a Lake Street financial advisor near me?
Pick your state below, then your city, to see every Lake Street advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Lake Street offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →