THIRD LAKE PARTNERS, LLC

TAMPA, Florida·10 registered advisors·CRD# 299961
SEC# 801-1150110(813) 497-8100
01

Firm Overview

AUM
$3.2B
Regulatory assets under management
Employees
16
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at THIRD LAKE PARTNERS, LLC

10 registered advisors
Case W Fell
TAMPA, Florida
Karen Ann Wanek
TAMPA, Florida
Kati Sue Wanek-Forsythe
TAMPA, Florida
Kenneth Paul Jones
TAMPA, Florida
Kristopher Scott Walker
TAMPA, Florida
Robert Stanton Forsythe
TAMPA, Florida
Ronald Gerald Wanek
TAMPA, Florida
Shari Sue Wagner
TAMPA, Florida
Stewart Martin Oldfield
TAMPA, Florida
Todd Ronald Wanek
TAMPA, Florida
05

Office Locations

TAMPA, Florida
10 advisors

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Data sourced from SEC Form ADV filings. THIRD LAKE PARTNERS, LLC (CRD# 299961) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.