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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Lakeshore Financial Planning Inc. financial advisors in Saint Clair Shores, MI

Every SEC-registered investment adviser representative at a Lakeshore Financial Planning Inc. office in Saint Clair Shores, A to Z.

The short answer

4 registered advisors work at Lakeshore Financial Planning Inc. in Saint Clair Shores, out of 4 at the firm nationwide; it ranks number 1 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Lakeshore Financial Planning Inc. advisors in Saint Clair Shores, A to Z

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Questions

How many financial advisors does Lakeshore Financial Planning Inc. have in Saint Clair Shores?

4 investment adviser representatives are registered at Lakeshore Financial Planning Inc. offices in Saint Clair Shores, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Lakeshore Financial Planning Inc. one of the largest advisor employers in Saint Clair Shores?

Lakeshore Financial Planning Inc. ranks number 1 in Saint Clair Shores by registered advisors, ahead of every other firm.

How do I check a Lakeshore Financial Planning Inc. advisor in Saint Clair Shores?

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 Lakeshore Financial Planning Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.