Lakeridge Wealth Management LLC

Lakeridge Wealth Management LLC (CRD# 314071) is a financial advisory firm headquartered in Mentor, OH. They manage $605,770,799 in 2,369 accounts and serve the financial needs of clients across 19 states (or territories).

Current Firm Details
8383 Mentor Avenue, Mentor, OH 44060
https://www.youtube.com/@financialsolutionspi
By the Numbers
  • Total Assets Under Management
    606
    MILLION
  • Total Number of Accounts
    2,369
    ACCOUNTS
  • Average Account Value
    $255,707
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, LA, MA, MD, MI, MN, MO, NE, NH, NM, NY, OH, OK, TX

Financial Advisors at Lakeridge Wealth Management LLC
Showing 1 - 10 of 10 top financial advisors.
1
Brian Distler, financial advisor Mentor OH
Brian W. Distler
CRD#: 4823861
8383 Mentor Avenue, Mentor, OH 44060

Brian Distler (CRD# 4823861) is an Investment Advisor Representative working at Lakeridge Wealth Management LLC in Mentor, OH and has over 17 years of experience in the finance industry.

2
Travis Flandermeyer, financial advisor Mentor OH
Travis H. Flandermeyer
CRD#: 5576345
8383 Mentor Avenue, Mentor, OH 44060

Travis Flandermeyer (CRD# 5576345) is an Investment Advisor Representative working at Lakeridge Wealth Management LLC in Mentor, OH and has over 15 years of experience in the finance industry.

3
Corina Gutman, financial advisor Albuquerque NM
Corina M. Gutman
CRD#: 1472845
5203 Juan Tabo Boulervard, Suite 2c, Albuquerque, NM 87111

Corina Gutman (CRD# 1472845) is an Investment Advisor Representative working at Lakeridge Wealth Management LLC in Albuquerque, NM and has over 38 years of experience in the finance industry.

4
Joshua Hovda, financial advisor Albuquerque NM
Joshua J. Hovda
CRD#: 6166943
6100 Uptown Blvd Ne, Suite 610c, Albuquerque, NM 87110

Joshua Hovda (CRD# 6166943) is an Investment Advisor Representative working at Lakeridge Wealth Management LLC in Albuquerque, NM and has over 10 years of experience in the finance industry.

5
Brandon Kane, financial advisor Boulder CO
Brandon M. Kane
CRD#: 5058872
1634 Walnut Street, Suite 11, Boulder, CO 80302

Brandon Kane (CRD# 5058872) is an Investment Advisor Representative working at Lakeridge Wealth Management LLC in Boulder, CO and has over 16 years of experience in the finance industry.

6
Philip Messuri, financial advisor Albuquerque NM
Philip J. Messuri
CRD#: 2701121
6100 Uptown Blvd Ne, Suite 610c, Albuquerque, NM 87110

Philip Messuri (CRD# 2701121) is an Investment Advisor Representative working at Lakeridge Wealth Management LLC in Albuquerque, NM and has over 28 years of experience in the finance industry.

7
Kayla Stowe, financial advisor Mentor OH
Kayla A. Stowe
CRD#: 5872772
8383 Mentor Avenue, Mentor, OH 44060

Kayla Stowe (CRD# 5872772) is an Investment Advisor Representative working at Lakeridge Wealth Management LLC in Mentor, OH and has over 12 years of experience in the finance industry.

8
Julie Distler, financial advisor Mentor OH
Julie M. Distler
CRD#: 6827377
8383 Mentor Avenue, Mentor, OH 44060

Julie Distler (CRD# 6827377) is an Investment Advisor Representative working at Lakeridge Wealth Management LLC in Mentor, OH and has over 4 years of experience in the finance industry.

9
Robert Quinlan, financial advisor Mentor OH
Robert L. Quinlan
CRD#: 6954409
8383 Mentor Avenue, Mentor, OH 44060

Robert Quinlan (CRD# 6954409) is an Investment Advisor Representative working at Lakeridge Wealth Management LLC in Mentor, OH and has over 3 years of experience in the finance industry.

10
Shae Saxton, financial advisor Mentor OH
Shae R. Saxton
CRD#: 7408424
8383 Mentor Avenue, Mentor, OH 44060

Shae Saxton (CRD# 7408424) is an Investment Advisor Representative working at Lakeridge Wealth Management LLC in Mentor, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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