Catherine Lannan (CRD# 7459604) is an Investment Advisor Representative working at Lakewood Asset Management, LLC in Austin, TX and has 1 year of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lakewood Asset Management | Austin, TX | May 2023 - Current | 1 |
| Charles Schwab & Company, Inc. | Austin, TX | Oct 2021 - Apr 2023 | 1 |
| Kohl's Corporation | Milwaukee, WI | Aug 2020 - Oct 2021 | 1 |
| Lowell Center At Uw-madison | Madison, WI | Oct 2019 - May 2020 | < 1 |
| University Of Wisconsin-madison | Madison, WI | Aug 2016 - May 2020 | 3 |
| Kohl's Corporation | Milwaukee, WI | May 2019 - Aug 2019 | < 1 |
| J. Crew | Oak Brook, IL | Jul 2018 - Jan 2019 | < 1 |
| Core-rx Communications | Oak Brook, IL | Jun 2018 - Aug 2018 | < 1 |
| Uw-madison Office Of Human Resources | Madison, WI | Sep 2017 - May 2018 | < 1 |
| University Of Wisconsin - Madison Union South Kiosks | Madison, WI | Feb 2017 - May 2017 | < 1 |
| High School | La Grange, IL | Aug 2012 - May 2016 | 3 |
| Edgewood Country Club | La Grange, IL | Jun 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2022 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- IL
- LA
- NE
- TX
-
Total Assets Under Management208MILLIONS
-
Total Number of Accounts328ACCOUNTS
-
Average Account Value$635,450
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
IL, LA, NE, TX
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