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Timothy James Verschure

LAKESIDE WEALTH MANAGEMENT GROUP, LLC·CHESTERTON, Indiana
SIE, Series 7, Series 66Clean record18 years registeredLAKESIDE WEALTH MANAGEMENT GROUP, LLC
3100 VILLAGE PT, CHESTERTON, IN 46304CRD# 5507445Firm CRD# 140271

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy James Verschure · CHESTERTON, IN
Registration
CRD #5507445 · LAKESIDE WEALTH MANAGEMENT GROUP, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

CAPTRUST
May 2020 – present
LAKESIDE WEALTH MANAGEMENT GROUP, LLC
May 2008 – Jun 2020
CHESTERTON, IN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · May 14, 2008
Years registered · 18
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 James Verschure offer?
Timothy James Verschure specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHESTERTON, Indiana for a consultation.
What are Timothy James Verschure's credentials?
Timothy James Verschure is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy James Verschure located?
Timothy James Verschure 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 James Verschure charge for services?
Timothy James Verschure'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
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
INDIANAPOLIS (230)FORT WAYNE (92)CARMEL (82)EVANSVILLE (30)SOUTH BEND (20)KOKOMO (17)AUBURN (16)FISHERS (14)WINONA LAKE (14)COLUMBUS (12)
City Guides
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Research
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