Todd Mick (CRD# 4942159) is an Investment Advisor Representative working at Lakewood Asset Management, LLC in Naperville, IL and has over 9 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lakewood Asset Management, LLC | Naperville, IL | Feb 2015 - Current | 9 |
| Mesirow Financial | Chicago, IL | Mar 2005 - Dec 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2015 |
- 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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