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Jocelyn Anne Hibshman

LAKESIDE WEALTH MANAGEMENT GROUP, LLC·CHESTERTON, Indiana
Unclaimed Profile
3100 VILLAGE PT, CHESTERTON, IN 46304CRD# 2836858Firm CRD# 140271
01

About

Jocelyn Anne Hibshman is a registered financial advisor based in CHESTERTON, Indiana, affiliated with LAKESIDE WEALTH MANAGEMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LAKESIDE WEALTH MANAGEMENT GROUP, LLC
LAKESIDE WEALTH MANAGEMENT GROUP, LLC
AUM
$1.6B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at LAKESIDE WEALTH MANAGEMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2836858
Firm CRD# 140271
No disclosures on file
View on FINRA BrokerCheck →

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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 in CHESTERTON
Mark William Chamberlain — LAKESIDE WEALTH MANAGEMENT GROUP, LLCTimothy David Rice — LAKESIDE WEALTH MANAGEMENT GROUP, LLCGerald Edward Mang — LAKESIDE WEALTH MANAGEMENT GROUP, LLCTimothy James Verschure — LAKESIDE WEALTH MANAGEMENT GROUP, LLC
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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