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Brian William Distler

LAKERIDGE WEALTH MANAGEMENT LLC·MENTOR, Ohio
SIE, Series 7, Series 66Clean record20 years registeredLAKERIDGE WEALTH MANAGEMENT LLC
8383 MENTOR AVENUE, MENTOR, OH 44060CRD# 4823861Firm CRD# 314071

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian William Distler · MENTOR, OH
Registration
CRD #4823861 · LAKERIDGE WEALTH MANAGEMENT LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

LAKERIDGE WEALTH MANAGEMENT LLC
Jan 2022 – present
LAKERIDGE WEALTH MANAGEMENT LLC
Jul 2021 – Dec 2021
MENTOR, OH
CETERA ADVISOR NETWORKS LLC
Jan 2013 – Aug 2022
GENEVA, OH
1ST GLOBAL ADVISORS INC
Jan 2011 – Feb 2013
CHARDON, OH
CHASE INVESTMENT SERVICES CORP.
Jun 2009 – Jan 2011
AKRON, OH
AMERIPRISE FINANCIAL SERVICES, INC.
Jul 2006 – May 2009
WESTLAKE, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · July 17, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LAKERIDGE WEALTH MANAGEMENT LLC
CRD 314071 · SEC 801-121373
AUM
$606M
Regulatory assets under management
Employees
20
2,369 client accounts
Services offered by LAKERIDGE WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LAKERIDGE WEALTH MANAGEMENT LLC →
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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 at LAKERIDGE WEALTH MANAGEMENT LLC

Travis H Flandermeyer
MENTOR, OH

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