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David Scott Lake

RIA SERVICES, LLC·WEST BEND, Wisconsin
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1755 W. PARADISE DR., WEST BEND, WI 53095CRD# 1638504Firm CRD# 281520
01

About

David Scott Lake is a registered financial advisor based in WEST BEND, Wisconsin, affiliated with RIA SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
RIA SERVICES, LLC
CWP PRIVATE WEALTH MANAGEMENT
AUM
$206M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at RIA SERVICES, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1638504
Firm CRD# 281520
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Scott Lake offer?
David Scott Lake specializes in Investment Management. Contact their office in WEST BEND, Wisconsin for a consultation.
What are David Scott Lake's credentials?
David Scott Lake is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Scott Lake located?
David Scott Lake is based in WEST BEND, Wisconsin, working with RIA SERVICES, LLC. Their office serves clients in the WEST BEND metropolitan area and surrounding communities.
How does David Scott Lake charge for services?
David Scott Lake's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RIA SERVICES, LLC?
RIA SERVICES, LLC has approximately 3 employees and manages $206M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WEST BEND
Jill S Lake — CAPITAL WEALTH ADVISORS, LTD.David Leo Rosenow — RIA SERVICES, LLCMichael Flynn Ajango — RIA SERVICES, LLCDavid Frederic Zarling — CLIENT FIRST INVESTMENT MANAGEMENT LLCJustin Wayne Krueger — CLIENT FIRST INVESTMENT MANAGEMENT LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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