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Patricia Ann Johnson

LAKESHORE FINANCIAL PLANNING INC.·SAINT CLAIR SHORES, Michigan
Unclaimed Profile
23201 JEFFERSON AVE, SAINT CLAIR SHORES, MI 48080CRD# 5536635Firm CRD# 299129
01

About

Patricia Ann Johnson 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.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
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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)
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5536635
Firm CRD# 299129
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patricia Ann Johnson offer?
Patricia Ann Johnson specializes in Investment Management, Fee-Only Advisory. Contact their office in SAINT CLAIR SHORES, Michigan for a consultation.
What are Patricia Ann Johnson's credentials?
Patricia Ann Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Ann Johnson located?
Patricia Ann Johnson 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 Patricia Ann Johnson charge for services?
Patricia Ann Johnson'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.Mark Edward Romin — 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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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