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Patricia Ann Johnson

LAKESHORE FINANCIAL PLANNING INC.·SAINT CLAIR SHORES, Michigan
SIE, Series 7, Series 63Clean recordLAKESHORE FINANCIAL PLANNING INC.
23201 JEFFERSON AVE, SAINT CLAIR SHORES, MI 48080CRD# 5536635Firm CRD# 299129

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Ann Johnson · SAINT CLAIR SHORES, MI
Registration
CRD #5536635 · LAKESHORE FINANCIAL PLANNING INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
LAKESHORE FINANCIAL PLANNING INC.
CRD 299129 · SEC 801-114302
AUM
$354M
Regulatory assets under management
Employees
6
1,262 client accounts
Services offered by LAKESHORE FINANCIAL PLANNING INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at LAKESHORE FINANCIAL PLANNING INC. →
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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 at LAKESHORE FINANCIAL PLANNING INC.

Jeffrey Francis Brayton
SAINT CLAIR SHORES, MI
Mark Edward Romin
SAINT CLAIR SHORES, MI
CFP
Richard John Davenport
SAINT CLAIR SHORES, MI

Browse by Specialty

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