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Jill S Lake

CAPITAL WEALTH ADVISORS, LTD.·WEST BEND, Wisconsin
Clean recordCAPITAL WEALTH ADVISORS, LTD.
1755 W. PARADISE DR., WEST BEND, WI 53095CRD# 5852808Firm CRD# 155263

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jill S Lake · WEST BEND, WI
Registration
CRD #5852808 · CAPITAL WEALTH ADVISORS, LTD.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jill S Lake is a registered financial advisor based in WEST BEND, Wisconsin, affiliated with CAPITAL WEALTH ADVISORS, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
CAPITAL WEALTH ADVISORS, LTD.
CAPITAL WEALTH ADVISORS, LTD.
AUM
$107M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CAPITAL WEALTH ADVISORS, LTD. →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5852808
Firm CRD# 155263
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jill S Lake offer?
Jill S Lake specializes in Investment Management. Contact their office in WEST BEND, Wisconsin for a consultation.
What are Jill S Lake's credentials?
Jill S Lake is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jill S Lake located?
Jill S Lake is based in WEST BEND, Wisconsin, working with CAPITAL WEALTH ADVISORS, LTD.. Their office serves clients in the WEST BEND metropolitan area and surrounding communities.
How does Jill S Lake charge for services?
Jill S Lake'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 CAPITAL WEALTH ADVISORS, LTD.?
CAPITAL WEALTH ADVISORS, LTD. has approximately 2 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Wisconsin
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Research
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