Unclaimed Profile

Mark William Chamberlain

LAKESIDE WEALTH MANAGEMENT GROUP, LLC·CHESTERTON, Indiana

SIE, Series 7, Series 22TO, Series 24, Series 51, Series 63, Series 66, Series 99TO27 years registeredLAKESIDE WEALTH MANAGEMENT GROUP, LLC

3100 VILLAGE PT, CHESTERTON, IN 46304CRD# 1655738Firm CRD# 140271

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark William Chamberlain · CHESTERTON, IN

Registration

CRD #1655738 · LAKESIDE WEALTH MANAGEMENT GROUP, LLC · 27 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

May 2020 – present

FIRST ALLIED ADVISORY SERVICES, INC.

Jan 2007 – Jul 2014

CHESTERTON, IN

LAKESIDE WEALTH MANAGEMENT GROUP, LLC

May 2006 – Jun 2020

CHESTERTON, IN

FFP ADVISORY SERVICES INC

Feb 1999 – Jan 2007

CHESTERTON, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 22TO

Series 24

Series 51

Series 63

Series 66

Series 99TO

Registration record

First registered · February 1, 1999

Years registered · 27

Disclosure History

2017Customer Dispute·Denied

2015Customer Dispute·Closed-No Action

2012Customer Dispute·Settled

2009Customer Dispute·Settled

2008Customer Dispute·Closed-No Action

2004Customer Dispute·Denied

1994Regulatory·Final

8 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LAKESIDE WEALTH MANAGEMENT GROUP, LLC

CRD 140271 · SEC 801-67740

AUM

$1.6B

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Mark William Chamberlain offer?

Mark William Chamberlain specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHESTERTON, Indiana for a consultation.

What are Mark William Chamberlain's credentials?

Mark William Chamberlain is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark William Chamberlain located?

Mark William Chamberlain 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 Mark William Chamberlain charge for services?

Mark William Chamberlain'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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