AdvisorOS Directory
Claim Profile
MC

Mark William Chamberlain

LAKESIDE WEALTH MANAGEMENT GROUP, LLC·CHESTERTON, Indiana
Unclaimed Profile
3100 VILLAGE PT, CHESTERTON, IN 46304CRD# 1655738Firm CRD# 140271
01

About

Mark William Chamberlain 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# 1655738
Firm CRD# 140271
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHESTERTON?

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

Browse CHESTERTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CHESTERTON
Timothy David Rice — LAKESIDE WEALTH MANAGEMENT GROUP, LLCJocelyn Anne Hibshman — 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile