Lakewood Asset Management, LLC

Lakewood Asset Management, LLC (CRD# 174887) is a financial advisory firm headquartered in Naperville, IL. They manage $208,427,448 in 328 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
225 W Jefferson Avenue, Suite 102, Naperville, IL 60540
http://www.lakewoodasset.com
By the Numbers
  • Total Assets Under Management
    208
    MILLION
  • Total Number of Accounts
    328
    ACCOUNTS
  • Average Account Value
    $635,450
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.

IL, LA, NE, TX

Financial Advisors at Lakewood Asset Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Brooks Call, financial advisor Omaha NE
Brooks J. Call
CRD#: 2735054
9140 West Dodge Road, Omaha, NE 68114

Brooks Call (CRD# 2735054) is an Investment Advisor Representative working at Lakewood Asset Management, LLC in Omaha, NE and has over 24 years of experience in the finance industry.

2
Michael Lannan, financial advisor La Grange IL
Michael J. Lannan
CRD#: 2028037
72 S. La Grange Rd., Suite 7, La Grange, IL 60525

Michael Lannan (CRD# 2028037) is an Investment Advisor Representative working at Lakewood Asset Management, LLC in La Grange, IL and has 1 year of experience in the finance industry.

3
Todd Mick, financial advisor Naperville IL
Todd J. Mick
CRD#: 4942159
225 W Jefferson Avenue, Suite 102, Naperville, IL 60540

Todd Mick (CRD# 4942159) is an Investment Advisor Representative working at Lakewood Asset Management, LLC in Naperville, IL and has over 9 years of experience in the finance industry.

4
Catherine Lannan, financial advisor Austin TX
Catherine E. Lannan
CRD#: 7459604
Austin, TX

Catherine Lannan (CRD# 7459604) is an Investment Advisor Representative working at Lakewood Asset Management, LLC in Austin, TX and has 1 year 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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