Lakeside Advisors Inc.

Lakeside Advisors Inc. (CRD# 104540) is a financial advisory firm headquartered in Seattle, WA. They manage $269,905,129 in 441 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    270
    MILLION
  • Total Number of Accounts
    441
    ACCOUNTS
  • Average Account Value
    $612,030
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Lakeside Advisors Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Robert E. Frey
CRD#: 214260
1115 East Denny Way, Seattle, WA 98122

Robert Frey (CRD# 214260) is an Investment Advisor Representative working at Lakeside Advisors Inc. in Seattle, WA and has over 31 years of experience in the finance industry.

2
Kristi A. Mandt
CRD#: 1095765
1115 East Denny Way, Seattle, WA 98122

Kristi Mandt (CRD# 1095765) is an Investment Advisor Representative working at Lakeside Advisors Inc. in Seattle, WA and has over 37 years of experience in the finance industry. Kristi Mandt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Miki Okamoto-Swanson
CRD#: 5870077
1115 East Denny Way, Seattle, WA 98122

Miki Okamoto-Swanson (CRD# 5870077) is an Investment Advisor Representative working at Lakeside Advisors Inc. in Seattle, WA and has 1 year of experience in the finance industry.

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