Claim Profile
ML

Michael Joseph Lannan

LAKEWOOD ASSET MANAGEMENT, LLC·NAPERVILLE, Illinois
Unclaimed Profile
225 W JEFFERSON AVENUE, SUITE 102, NAPERVILLE, IL 60540CRD# 2028037Firm CRD# 174887
01

About

Michael Joseph Lannan is a registered financial advisor based in NAPERVILLE, Illinois, affiliated with LAKEWOOD ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
LAKEWOOD ASSET MANAGEMENT, LLC
LAKEWOOD ASSET MANAGEMENT, LLC
AUM
$208M
Regulatory assets under management
Employees
4
Total firm employees
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2028037
Firm CRD# 174887
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NAPERVILLE?

Browse all registered financial advisors in NAPERVILLE, Illinois or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Michael Joseph Lannan offer?
Michael Joseph Lannan specializes in Investment Management, Fee-Only Advisory. Contact their office in NAPERVILLE, Illinois for a consultation.
What are Michael Joseph Lannan's credentials?
Michael Joseph Lannan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Joseph Lannan located?
Michael Joseph Lannan is based in NAPERVILLE, Illinois, working with LAKEWOOD ASSET MANAGEMENT, LLC. Their office serves clients in the NAPERVILLE metropolitan area and surrounding communities.
How does Michael Joseph Lannan charge for services?
Michael Joseph Lannan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAKEWOOD ASSET MANAGEMENT, LLC?
LAKEWOOD ASSET MANAGEMENT, LLC has approximately 4 employees and manages $208M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty