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Heather Lynn Lafreniere

LAGO ASSET MANAGEMENT, LLC·CHICAGO, Illinois
Unclaimed Profile
211 WEST WACKER DRIVE, CHICAGO, IL 60606CRD# 2930315Firm CRD# 305631
01

About

Heather Lynn Lafreniere is a registered financial advisor based in CHICAGO, Illinois, affiliated with LAGO ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
LAGO ASSET MANAGEMENT, LLC
LAGO ASSET MANAGEMENT
AUM
$381M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at LAGO ASSET MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2930315
Firm CRD# 305631
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Heather Lynn Lafreniere offer?
Heather Lynn Lafreniere specializes in Retirement Planning. Contact their office in CHICAGO, Illinois for a consultation.
What are Heather Lynn Lafreniere's credentials?
Heather Lynn Lafreniere is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heather Lynn Lafreniere located?
Heather Lynn Lafreniere is based in CHICAGO, Illinois, working with LAGO ASSET MANAGEMENT, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Heather Lynn Lafreniere charge for services?
Heather Lynn Lafreniere's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAGO ASSET MANAGEMENT, LLC?
LAGO ASSET MANAGEMENT, LLC has approximately 10 employees and manages $381M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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