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Brian William Distler

LAKERIDGE WEALTH MANAGEMENT LLC·MENTOR, Ohio
Unclaimed Profile
8383 MENTOR AVENUE, MENTOR, OH 44060CRD# 4823861Firm CRD# 314071
01

About

Brian William Distler is a registered financial advisor based in MENTOR, Ohio, affiliated with LAKERIDGE WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LAKERIDGE WEALTH MANAGEMENT LLC
LAKERIDGE WEALTH MANAGEMENT LLC
AUM
$606M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at LAKERIDGE WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4823861
Firm CRD# 314071
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian William Distler offer?
Brian William Distler specializes in Financial Planning, Investment Management. Contact their office in MENTOR, Ohio for a consultation.
What are Brian William Distler's credentials?
Brian William Distler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian William Distler located?
Brian William Distler is based in MENTOR, Ohio, working with LAKERIDGE WEALTH MANAGEMENT LLC. Their office serves clients in the MENTOR metropolitan area and surrounding communities.
How does Brian William Distler charge for services?
Brian William Distler'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 LAKERIDGE WEALTH MANAGEMENT LLC?
LAKERIDGE WEALTH MANAGEMENT LLC has approximately 20 employees and manages $606M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MENTOR
Travis H Flandermeyer — LAKERIDGE WEALTH MANAGEMENT LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
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Research
Advisor Fees in OhioNational Fee Analysis
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