Home
›
Firms
›
LAKESHORE FINANCIAL PLANNING INC.
LAKESHORE FINANCIAL PLANNING INC.
SAINT CLAIR SHORES, Michigan
·
4 registered advisors
·
CRD# 299129
SEC# 801-114302
1
586-498-0788
01
Firm Overview
AUM
$354M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at LAKESHORE FINANCIAL PLANNING INC.
4 registered advisors
Jeffrey Francis Brayton
SAINT CLAIR SHORES, Michigan
CRD# 2356995
Mark Edward Romin
SAINT CLAIR SHORES, Michigan
CRD# 4778614
Patricia Ann Johnson
SAINT CLAIR SHORES, Michigan
CRD# 5536635
Richard John Davenport
SAINT CLAIR SHORES, Michigan
CRD# 3026532
05
Office Locations
SAINT CLAIR SHORES, Michigan
4 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. LAKESHORE FINANCIAL PLANNING INC. (CRD# 299129) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.