CRD: 331324
Lakeshore Wealth Management LLC
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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-30-2024
- Office Locations
- 1
Office Locations
About Lakeshore Wealth Management LLC
Lakeshore Wealth Management is a Missouri-registered RIA providing simple, holistic retirement-focused financial planning and investment management for individuals and families. The team builds portfolios primarily with public funds and ETFs, tailoring asset allocation to clients’ goals over time. Clients can access accounts through Schwab (via GeoWealth) or Altruist portals.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
JONATHAN A DOLD
Chief Compliance Officer, Financial Advisor, President
- CRD
- #5746274
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jessy Jordyn Stoecklein
Director of Client Services
- CRD
- #7233851
STEVEN PAUL STRADER
Senior Financial Advisor
- CRD
- #4681307
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,994,842 | -- |
| Non-Discretionary | $0 | -- |
| Total | $76,994,842 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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