Lakeside Wealth Management Group, LLC

Lakeside Wealth Management Group, LLC (CRD# 140271) is a financial advisory firm headquartered in Chesterton, IN. They manage $593,948,608 in 1,554 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    594
    MILLION
  • Total Number of Accounts
    1,554
    ACCOUNTS
  • Average Account Value
    $382,206
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
  • Educational seminars/workshops
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.

AZ, CA, FL, IL, IN, MI, NE, NV, NY, OH, TX

Financial Advisors at Lakeside Wealth Management Group, LLC
Showing 1 - 10 of 17 top financial advisors.
1
Thomas M. Krafft
CRD#: 1211598
3100 Village Pt, Ste 200, Chesterton, IN 46304
96
Wealthminder
score

Thomas Krafft (CRD# 1211598) is an Investment Advisor Representative working at Lakeside Wealth Management Group, LLC in Chesterton, IN and has over 16 years of experience in the finance industry. Thomas Krafft 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.

2
Gerald E. Mang
CRD#: 2228023
3100 Village Pt, Ste 200, Chesterton, IN 46304
96
Wealthminder
score

Gerald Mang (CRD# 2228023) is an Investment Advisor Representative working at Lakeside Wealth Management Group, LLC in Chesterton, IN and has over 12 years of experience in the finance industry. Gerald Mang 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
Kelly A. Shikany
CRD#: 1554487
3100 Village Pt, Ste 200, Chesterton, IN 46304
96
Wealthminder
score

Kelly Shikany (CRD# 1554487) is an Investment Advisor Representative working at Lakeside Wealth Management Group, LLC in Chesterton, IN and has over 6 years of experience in the finance industry. Kelly Shikany 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.

4
Aaron Adcock
CRD#: 4849315
3100 Village Pt, Ste 200, Chesterton, IN 46304
93
Wealthminder
score

Aaron Adcock (CRD# 4849315) is an Investment Advisor Representative working at Lakeside Wealth Management Group, LLC in Chesterton, IN and has over 12 years of experience in the finance industry.

5
Michael N. Deleon
CRD#: 5777119
3100 Village Pt, Ste 200, Chesterton, IN 46304
93
Wealthminder
score

Michael Deleon (CRD# 5777119) is an Investment Advisor Representative working at Lakeside Wealth Management Group, LLC in Chesterton, IN and has over 5 years of experience in the finance industry.

6
John J. Masterson
CRD#: 4339363
3100 Village Pt, Ste 200, Chesterton, IN 46304
93
Wealthminder
score

John Masterson (CRD# 4339363) is an Investment Advisor Representative working at Lakeside Wealth Management Group, LLC in Chesterton, IN and has over 15 years of experience in the finance industry.

7
Timothy D. Rice
CRD#: 2417854
3100 Village Pt, Ste 200, Chesterton, IN 46304
93
Wealthminder
score

Timothy Rice (CRD# 2417854) is an Investment Advisor Representative working at Lakeside Wealth Management Group, LLC in Chesterton, IN and has over 12 years of experience in the finance industry.

8
Timothy J. Verschure
CRD#: 5507445
3100 Village Pt, Ste 200, Chesterton, IN 46304
93
Wealthminder
score

Timothy Verschure (CRD# 5507445) is an Investment Advisor Representative working at Lakeside Wealth Management Group, LLC in Chesterton, IN and has over 8 years of experience in the finance industry.

9
Nicholas Walding
CRD#: 5642518
3100 Village Pt, Ste 200, Chesterton, IN 46304
93
Wealthminder
score

Nicholas Walding (CRD# 5642518) is an Investment Advisor Representative working at Lakeside Wealth Management Group, LLC in Chesterton, IN and has over 6 years of experience in the finance industry.

10
Christopher J. Frain
CRD#: 6069459
3100 Village Pt, Ste 200, Chesterton, IN 46304
90
Wealthminder
score

Christopher Frain (CRD# 6069459) is an Investment Advisor Representative working at Lakeside Wealth Management Group, LLC in Chesterton, IN and has over 4 years of experience in the finance industry.

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