AdvisorOS Directory
Claim Profile
Unclaimed Profile
RL

Richard Louis Lakin

IRON FINANCIAL LLC·NORTHBROOK, Illinois
Series 65Clean record24 years registeredIRON FINANCIAL LLC
630 DUNDEE ROAD, NORTHBROOK, IL 60062CRD# 2337398Firm CRD# 106682

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Louis Lakin · NORTHBROOK, IL
Registration
CRD #2337398 · IRON FINANCIAL LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

IRON FINANCIAL LLC
Nov 2001 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 26, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
IRON FINANCIAL LLC
CRD 106682 · SEC 801-46417
AUM
$421M
Regulatory assets under management
Employees
10
609 client accounts
Services offered by IRON FINANCIAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at IRON FINANCIAL LLC →
Introduction

Speak with Richard

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Richard is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NORTHBROOK?

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

Browse NORTHBROOK AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Richard Louis Lakin offer?
Richard Louis Lakin specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in NORTHBROOK, Illinois for a consultation.
What are Richard Louis Lakin's credentials?
Richard Louis Lakin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Louis Lakin located?
Richard Louis Lakin is based in NORTHBROOK, Illinois, working with IRON FINANCIAL LLC. Their office serves clients in the NORTHBROOK metropolitan area and surrounding communities.
How does Richard Louis Lakin charge for services?
Richard Louis Lakin's firm is compensated through percentage of aum, performance-based fees, other: $50 minimum quarterly fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IRON FINANCIAL LLC?
IRON FINANCIAL LLC has approximately 10 employees and manages $421M 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 →

Other Advisors at IRON FINANCIAL LLC

Timothy Robert Ziemba
NORTHBROOK, IL

More Advisors in NORTHBROOK, Illinois

Alan Miles Morgan
AMM ACCOUNTING SERVICES INC·NORTHBROOK, IL
Daniel Marcus
MARCUS CAPITAL, LLC·NORTHBROOK, IL
Maury Leonard Fertig
RELATIVE VALUE PARTNERS GROUP, LLC·NORTHBROOK, IL
Daniel Benjamin Borstein
BOON CAPITAL ADVISORS LLC·NORTHBROOK, IL
Jeffrey Stephen Ross
MAIN STREET INVESTMENT ADVISORS, LLC·NORTHBROOK, IL
Alexander Laurence Ross
MAIN STREET INVESTMENT ADVISORS, LLC·NORTHBROOK, IL
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
CHICAGO (1395)NAPERVILLE (72)DOWNERS GROVE (62)OAK BROOK (56)WHEATON (44)DEERFIELD (42)ROCKFORD (36)EVANSTON (34)SPRINGFIELD (34)BLOOMINGTON (31)
City Guides
CHICAGO GuideNAPERVILLE GuideDOWNERS GROVE GuideOAK BROOK GuideWHEATON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Request removal of this profile