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Jocelyn Anne Hibshman

LAKESIDE WEALTH MANAGEMENT GROUP, LLC·CHESTERTON, Indiana
SIE, Series 6, Series 7, Series 24, Series 51, Series 63, Series 65Clean record21 years registeredLAKESIDE WEALTH MANAGEMENT GROUP, LLC
3100 VILLAGE PT, CHESTERTON, IN 46304CRD# 2836858Firm CRD# 140271

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jocelyn Anne Hibshman · CHESTERTON, IN
Registration
CRD #2836858 · LAKESIDE WEALTH MANAGEMENT GROUP, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

TAYLOR GREY, INC.
Mar 2026 – present
CAPFINANCIAL SECURITIES, LLC.
Jan 2021 – present
CAPTRUST
Jan 2021 – present
CAPTRUST
May 2020 – Aug 2020
CHESTERTON, IN
FIRST ADVISORS, INC.
Jan 2007 – Dec 2007
CHESTERFIELD, MO
LAKESIDE WEALTH MANAGEMENT GROUP, LLC
Jun 2006 – Jun 2020
CHESTERTON, IN
FFP ADVISORY SERVICES INC
May 2005 – Jan 2007
CHESTERTON, IN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 51
Series 63
Series 65
Registration record
First registered · May 24, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LAKESIDE WEALTH MANAGEMENT GROUP, LLC
CRD 140271 · SEC 801-67740
AUM
$1.6B
Regulatory assets under management
Employees
20
2,899 client accounts
Services offered by LAKESIDE WEALTH MANAGEMENT GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at LAKESIDE WEALTH MANAGEMENT GROUP, LLC →
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05

Frequently Asked Questions

What services does Jocelyn Anne Hibshman offer?
Jocelyn Anne Hibshman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHESTERTON, Indiana for a consultation.
What are Jocelyn Anne Hibshman's credentials?
Jocelyn Anne Hibshman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jocelyn Anne Hibshman located?
Jocelyn Anne Hibshman is based in CHESTERTON, Indiana, working with LAKESIDE WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the CHESTERTON metropolitan area and surrounding communities.
How does Jocelyn Anne Hibshman charge for services?
Jocelyn Anne Hibshman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAKESIDE WEALTH MANAGEMENT GROUP, LLC?
LAKESIDE WEALTH MANAGEMENT GROUP, LLC has approximately 20 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LAKESIDE WEALTH MANAGEMENT GROUP, LLC

Timothy David Rice
CHESTERTON, IN
Gerald Edward Mang
CHESTERTON, IN
Timothy James Verschure
CHESTERTON, IN
Mark William Chamberlain
CHESTERTON, IN

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