Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Lakestone Wealth Management financial advisors in Minnetonka, MN

Every SEC-registered investment adviser representative at a Lakestone Wealth Management office in Minnetonka, A to Z.

3 registered advisors work at Lakestone Wealth Management in Minnetonka, out of 3 at the firm nationwide; it ranks number 30 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Lakestone Wealth Management advisors in Minnetonka, A to Z

Every Lakestone Wealth Management advisor →

Lakestone Wealth Management advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Minnetonka

All Minnetonka advisors →

Cetera Investment Advisers LLC 48Ameriprise Financial Services, LLC 42Advisornet Wealth Partners 38Principal Securities, Inc. 30Strategic Advisers LLC 21Park Avenue Securities LLC 20Osaic Wealth, Inc. 19Robert W. Baird & Co. Incorporated 17Bluestem Wealth Partners, LLC 15Captrust 12Great Valley Advisor Group, LLC 9The Advocate Group, LLC 9

Questions

How many financial advisors does Lakestone Wealth Management have in Minnetonka?

3 investment adviser representatives are registered at Lakestone Wealth Management offices in Minnetonka, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Lakestone Wealth Management one of the largest advisor employers in Minnetonka?

Lakestone Wealth Management ranks number 30 in Minnetonka by registered advisors; Cetera Investment Advisers LLC has the most, with 48.

How do I check a Lakestone Wealth Management advisor in Minnetonka?

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 Lakestone Wealth Management 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.