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Richard Louis Lakin

IRON FINANCIAL LLC·NORTHBROOK, Illinois
Unclaimed Profile
630 DUNDEE ROAD, NORTHBROOK, IL 60062CRD# 2337398Firm CRD# 106682
01

About

Richard Louis Lakin is a registered financial advisor based in NORTHBROOK, Illinois, affiliated with IRON FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
IRON FINANCIAL LLC
IRON FINANCIAL LLC
AUM
$421M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at IRON FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: $50 MINIMUM QUARTERLY FEE
Regulatory
SEC/IARD CRD# 2337398
Firm CRD# 106682
No disclosures on file
View on FINRA BrokerCheck →

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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.
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Other Advisors at IRON FINANCIAL LLC

John Carl Rijo
NORTHBROOK, IL
Paul Travlos
NORTHBROOK, IL
Timothy Robert Ziemba
NORTHBROOK, IL

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