LAKESIDE WEALTH MANAGEMENT GROUP, LLC

CHESTERTON, Indiana·5 registered advisors·CRD# 140271
SEC# 801-677400219-926-1182
01

Firm Overview

AUM
$1.6B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at LAKESIDE WEALTH MANAGEMENT GROUP, LLC

5 registered advisors
Gerald Edward Mang
CHESTERTON, Indiana
Jocelyn Anne Hibshman
CHESTERTON, Indiana
Mark William Chamberlain
CHESTERTON, Indiana
Timothy David Rice
CHESTERTON, Indiana
Timothy James Verschure
CHESTERTON, Indiana
05

Office Locations

CHESTERTON, Indiana
5 advisors

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Data sourced from SEC Form ADV filings. LAKESIDE WEALTH MANAGEMENT GROUP, LLC (CRD# 140271) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.