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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-14-2004
- Office Locations
- 2
Office Locations
About LFA
LFA is a St. Cloud-based RIA with 2 offices. The firm has been operating for 22 years. Managing $351.5M in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between February 4, 2025 and February 24, 2026, reported AUM increased 13.7%, from $309.2M to $351.5M.
Across 5 reported observations, AUM increased 25.2% between October 11, 2022 and February 24, 2026, from $280.7M to $351.5M.
Of the latest reported AUM, 96.3% is discretionary and 3.7% is non-discretionary.
The firm reports 7 advisory representatives and 518 clients, or 74 clients per representative. That equates to $678.6K in reported AUM per client.
The profile lists 2 reported office locations and 22 years in operation. The source data was last updated on February 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
CHRISTOPHER L WAYNE
Chief Executive Officer, President
- CRD
- #4534014
- Ownership
- 50% but less than 75%
JAMES FRANCIS SCHMITZ
Chief Operations Officer, VICE PRESIDENT
- CRD
- #5543666
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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CHRISTOPHER JOHN HASTINGS
Financial Advisor
- CRD
- #4065280
Jennifer L Lesmeister
Financial Advisor
- CRD
- #6921475
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $338,629,070 | $403,610 |
| Non-Discretionary | $12,870,472 | $559,586 |
| Total | $351,499,542 | $407,772 |
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Separately Managed Accounts
SMA allocation detail is available
LFA has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.