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Financial ADVSR advisor directory · SEC adviser records

Lake Street financial advisors in Illinois

Every SEC-registered investment adviser representative at a Lake Street office in Illinois, by city and A to Z.

The short answer

3 registered advisors work at Lake Street in Illinois, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Chicago (3). 1 list the CFP designation and 1 are also registered broker representatives.

Lake Street advisors by city in Illinois

Every firm in Illinois →

Chicago 3

Lake Street advisors in Illinois, A to Z

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Lake Street advisors in every state →Lake Street: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Lake Street financial advisors are in Illinois?

3 investment adviser representatives are registered at Lake Street offices in Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.

Where in Illinois does Lake Street have the most advisors?

Chicago, with 3. Lake Street has advisors in 1 city in Illinois.

How do I check a Lake Street advisor in Illinois?

Each advisor below 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. Advisors are listed at the city of the Lake Street office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.