CRD: 114674

LFA

St. Cloud, MN, 56301

(320) 253-2490

$351.5M Total AUM

$338.6M Disc. AUM

12.9% 3Y CAGR

7 Employees

518 ADV. Clients

22 yrs Firm Age

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Firm Details

Custodian: Charles Schwab & Company
Clients: Retail and Institutional
Platforms: --
Established Date: 05-14-2004
Office Locations: 2

Office Locations

1001 Kingwood, STE 218 Brainerd MN

1219 - 33rd Street South St. Cloud MN

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.

Team overview

49 AVG AGE

$50.2M AVG AUM / ADVISOR

$678.6K AVG AUM / CLIENT

11.6 yrs AVG TENURE

7 Employees

7 Advisory Reps

7 RIA Reps

22yrs Firm Age

Insights

Available

Asset Classes

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

CHRISTOPHER L WAYNE

Chief Executive Officer, President

CRD: #4534014
Ownership: 50% but less than 75%

Available

JAMES FRANCIS SCHMITZ

Chief Operations Officer, VICE PRESIDENT

CRD: #5543666
Ownership: 25% but less than 50%

Available

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Contacts

CHRISTOPHER JOHN HASTINGS

CRD: #4065280

Available

Jennifer L Lesmeister

CRD: #6921475

Available

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Assets Under Management

Total AUM

Discretionary

Non-Discretionary

10-11-2022

02-15-2023

03-05-2024

02-04-2025

02-24-2026

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

Total SMA Asset: Available

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Public Funds:

Available

Cash:

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Equity - Exchange:

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Asset class	Assets	Assets %
Public Funds	Available	Available
Cash	Available	Available
Equity - Exchange	Available	Available
Total	Available	Available

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LFA

Firm Details

Office Locations

About LFA

Team overview

Insights

Asset Classes

Investment Themes

Investment Vehicles

Services

Owner & Executives

Contacts

Assets Under Management

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Separately Managed Accounts

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