Lakewood Asset Management, LLC

Lakewood Asset Management, LLC (CRD# 174887) is a financial advisory firm headquartered in Naperville, IL. They manage $57,423,917 in 164 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    164
    ACCOUNTS
  • Average Account Value
    $350,146
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
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.

IL, NE

Financial Advisors at Lakewood Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brooks J. Call
CRD#: 2735054
9140 West Dodge Road, Omaha, NE 68114
93
Wealthminder
score

Brooks Call (CRD# 2735054) is an Investment Advisor Representative working at Lakewood Asset Management, LLC in Omaha, NE and has over 18 years of experience in the finance industry.

2
Todd J. Mick
CRD#: 4942159
225 W Jefferson Avenue, Suite 102, Naperville, IL 60540
90
Wealthminder
score

Todd Mick (CRD# 4942159) is an Investment Advisor Representative working at Lakewood Asset Management, LLC in Naperville, IL and has over 3 years of experience in the finance industry.

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