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Mark Edward Romin

LAKESHORE FINANCIAL PLANNING INC.·SAINT CLAIR SHORES, Michigan
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23201 JEFFERSON AVE, SAINT CLAIR SHORES, MI 48080CRD# 4778614Firm CRD# 299129
01

About

Mark Edward Romin is a registered financial advisor based in SAINT CLAIR SHORES, Michigan, affiliated with LAKESHORE FINANCIAL PLANNING INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
LAKESHORE FINANCIAL PLANNING INC.
LAKESHORE FINANCIAL PLANNING INC.
AUM
$354M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LAKESHORE FINANCIAL PLANNING INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4778614
Firm CRD# 299129
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mark Edward Romin offer?
Mark Edward Romin specializes in Investment Management, Fee-Only Advisory. Contact their office in SAINT CLAIR SHORES, Michigan for a consultation.
What are Mark Edward Romin's credentials?
Mark Edward Romin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Edward Romin located?
Mark Edward Romin is based in SAINT CLAIR SHORES, Michigan, working with LAKESHORE FINANCIAL PLANNING INC.. Their office serves clients in the SAINT CLAIR SHORES metropolitan area and surrounding communities.
How does Mark Edward Romin charge for services?
Mark Edward Romin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAKESHORE FINANCIAL PLANNING INC.?
LAKESHORE FINANCIAL PLANNING INC. has approximately 6 employees and manages $354M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SAINT CLAIR SHORES
Jeffrey Francis Brayton — LAKESHORE FINANCIAL PLANNING INC.Richard John Davenport — LAKESHORE FINANCIAL PLANNING INC.Patricia Ann Johnson — LAKESHORE FINANCIAL PLANNING INC.
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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