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Timothy David Rice

LAKESIDE WEALTH MANAGEMENT GROUP, LLC·CHESTERTON, Indiana
SIE, Series 7, Series 63, Series 65Clean record22 years registeredLAKESIDE WEALTH MANAGEMENT GROUP, LLC
3100 VILLAGE PT, CHESTERTON, IN 46304CRD# 2417854Firm CRD# 140271

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy David Rice · CHESTERTON, IN
Registration
CRD #2417854 · LAKESIDE WEALTH MANAGEMENT GROUP, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

CAPFINANCIAL SECURITIES, LLC.
Aug 2024 – present
CAPTRUST
Aug 2024 – present
CAPTRUST
May 2020 – Aug 2024
CHESTERTON, IN
FIRST ALLIED ADVISORY SERVICES, INC.
Jan 2007 – Mar 2014
CHESTERTON, IN
LAKESIDE WEALTH MANAGEMENT GROUP, LLC
May 2006 – Jun 2020
CHESTERTON, IN
FFP ADVISORY SERVICES INC
Jun 2004 – Jan 2007
CHESTERTON, IN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · June 3, 2004
Years registered · 22
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 →
Introduction

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05

Frequently Asked Questions

What services does Timothy David Rice offer?
Timothy David Rice specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHESTERTON, Indiana for a consultation.
What are Timothy David Rice's credentials?
Timothy David Rice is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy David Rice located?
Timothy David Rice 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 Timothy David Rice charge for services?
Timothy David Rice'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

Gerald Edward Mang
CHESTERTON, IN
Timothy James Verschure
CHESTERTON, IN
Jocelyn Anne Hibshman
CHESTERTON, IN
Mark William Chamberlain
CHESTERTON, IN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Indiana
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Research
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