Lakeshore Financial Planning Inc.

Lakeshore Financial Planning Inc. (CRD# 299129) is a financial advisory firm headquartered in Saint Clair Shores, MI. They manage $354,191,372 in 1,262 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
23201 Jefferson Ave, Saint Clair Shores, MI 48080
https://www.lakeshorefinancialplanning.com
By the Numbers
  • Total Assets Under Management
    354
    MILLION
  • Total Number of Accounts
    1,262
    ACCOUNTS
  • Average Account Value
    $280,659
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, MI, NH, OH, SC, TX

Financial Advisors at Lakeshore Financial Planning Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey Brayton, financial advisor Saint Clair Shores MI
Jeffrey F. Brayton
CRD#: 2356995
23201 Jefferson Ave, Saint Clair Shores, MI 48080

Jeffrey Brayton (CRD# 2356995) is an Investment Advisor Representative working at Lakeshore Financial Planning Inc. in Saint Clair Shores, MI and has over 30 years of experience in the finance industry.

2
Richard Davenport, financial advisor Saint Clair Shores MI
Richard J. Davenport
CRD#: 3026532
23201 Jefferson Ave, Saint Clair Shores, MI 48080

Richard Davenport (CRD# 3026532) is an Investment Advisor Representative working at Lakeshore Financial Planning Inc. in Saint Clair Shores, MI and has over 26 years of experience in the finance industry.

3
Mark Romin, financial advisor Saint Clair Shores MI
Mark E. Romin
CRD#: 4778614
23201 Jefferson Ave, Saint Clair Shores, MI 48080

Mark Romin (CRD# 4778614) is an Investment Advisor Representative working at Lakeshore Financial Planning Inc. in Saint Clair Shores, MI and has over 20 years 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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