Lake Street
Lake Street (CRD# 296761) is a financial advisory firm headquartered in Chicago, IL. They manage $1,000,803,506 in 1,978 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management1,001MILLION
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Total Number of Accounts1,978ACCOUNTS
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Average Account Value$505,967
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Other
CA, FL, GA, IL, IN, KY, MA, MI, MO, NC, NV, OH, PA, TX, WI
Brian Degrado (CRD# 4390686) is an Investment Advisor Representative working at Lake Street in Chicago, IL and has over 22 years of experience in the finance industry.
Anuj Grover (CRD# 4199595) is an Investment Advisor Representative working at Lake Street in Chicago, IL and has over 23 years of experience in the finance industry.
Richard O'hara (CRD# 5570125) is an Investment Advisor Representative working at Lake Street in Palm City, FL and has over 15 years of experience in the finance industry.
Donald Roseen (CRD# 3184246) is an Investment Advisor Representative working at Lake Street in Chicago, IL and has over 25 years of experience in the finance industry.
Joseph Stock (CRD# 5816404) is an Investment Advisor Representative working at Lake Street in Chicago, IL and has over 11 years of experience in the finance industry.
Justin Terzo (CRD# 5716648) is an Investment Advisor Representative working at Lake Street in Chicago, IL and has over 14 years of experience in the finance industry.
Ryan Todd (CRD# 2882139) is an Investment Advisor Representative working at Lake Street in Chicago, IL and has over 24 years of experience in the finance industry.
Stephen Weber (CRD# 2064229) is an Investment Advisor Representative working at Lake Street in Chicago, IL and has over 29 years of experience in the finance industry.
Erik Gutierrez (CRD# 7566851) is an Investment Advisor Representative working at Lake Street in Chicago, IL and has over 2 years of experience in the finance industry.