Thomas Krafft, financial advisor Chesterton IN
96 score

Thomas Krafft

CRD Number: 1211598
Current Firm: Lakeside Wealth Management Group, LLC

Thomas Krafft (CRD# 1211598) is an Investment Advisor Representative working at Lakeside Wealth Management Group, LLC in Chesterton, IN and has over 16 years of experience in the finance industry. Thomas Krafft has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lakeside Wealth Management Group, LLC Chesterton, IN Jul 2008 - Current 8
St. Franklin, LLC Valparaiso, IN Jul 1999 - Current 17
Federal Park Merrillville, IN Jan 1999 - Current 17
Krafft Real Estate Merrillville, IN Jan 1995 - Current 21
Mml Investor Services Inc. Merrillville, IN Jun 2004 - Jul 2008 4
Massmutual Merrillville, IN Jun 2004 - Jul 2008 4
Kraft Fin. Planning Merrillville, IN Jan 1985 - Jun 2008 23
Krafft And Company Cpa Merrillville, IN Oct 1974 - Jun 2008 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2000
Contact Info for Thomas M. Krafft
Phone Number: 219-926-1182
Registered State(s):
  • IL
  • IN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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