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).
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Total Assets Under Management606MILLION
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Total Number of Accounts2,369ACCOUNTS
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Average Account Value$255,707
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IL, LA, MA, MD, MI, MN, MO, NE, NH, NM, NY, OH, OK, TX
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.
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.
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.
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.
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.
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.
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.
Julie Distler (CRD# 6827377) is an Investment Advisor Representative working at Lakeridge Wealth Management LLC in Mentor, OH and has over 5 years of experience in the finance industry.
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.
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.