Lsia

Lsia (CRD# 146829) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $3,550,255,363 in 500 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,550
    MILLION
  • Total Number of Accounts
    500
    ACCOUNTS
  • Average Account Value
    $7,100,511
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA, FL, IA, LA, MA, MD, MI, NC, NE, NH, NY, TX, WI

Financial Advisors at Lsia
Showing 1 - 8 of 8 top financial advisors.
1
William F. Camp
CRD#: 4549024
39533 Woodward Avenue, Suite 302, Bloomfield Hills, MI 48304
96
Wealthminder
score

William Camp (CRD# 4549024) is an Investment Advisor Representative working at Lsia in Bloomfield Hills, MI and has over 15 years of experience in the finance industry.

2
Mark A. Shank
CRD#: 1088345
111 East Kilbourn Avenue, Suite 2700, Milwaukee, WI 53202
96
Wealthminder
score

Mark Shank (CRD# 1088345) is an Investment Advisor Representative working at Lsia in Milwaukee, WI and has over 15 years of experience in the finance industry.

3
Jay E. Van Cleave
CRD#: 1291547
111 East Kilbourn Avenue, Suite 2700, Milwaukee, WI 53202
96
Wealthminder
score

Jay Van Cleave (CRD# 1291547) is an Investment Advisor Representative working at Lsia in Milwaukee, WI and has over 32 years of experience in the finance industry.

4
Kevin K. Yousif
CRD#: 2810598
39533 Woodward Avenue, Suite 302, Bloomfield Hills, MI 48304
96
Wealthminder
score

Kevin Yousif (CRD# 2810598) is an Investment Advisor Representative working at Lsia in Bloomfield Hills, MI and has over 17 years of experience in the finance industry.

5
Gary J. Bender
CRD#: 5789343
39533 Woodward Avenue, Suite 302, Bloomfield Hills, MI 48304
93
Wealthminder
score

Gary Bender (CRD# 5789343) is an Investment Advisor Representative working at Lsia in Bloomfield Hills, MI and has over 18 years of experience in the finance industry.

6
David J. Jones
CRD#: 5785526
39533 Woodward Avenue, Suite 302, Bloomfield Hills, MI 48304
93
Wealthminder
score

David Jones (CRD# 5785526) is an Investment Advisor Representative working at Lsia in Bloomfield Hills, MI and has over 7 years of experience in the finance industry.

7
Daniel J. Kostaroff
CRD#: 5321128
39533 Woodward Avenue, Suite 302, Bloomfield Hills, MI 48304
90
Wealthminder
score

Daniel Kostaroff (CRD# 5321128) is an Investment Advisor Representative working at Lsia in Bloomfield Hills, MI and has 1 year of experience in the finance industry. Daniel Kostaroff 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.

8
Karen L. McClintock
CRD#: 1499193
225 South Lake Avenue, Suite 300, Pasadena, CA 91101
90
Wealthminder
score

Karen McClintock (CRD# 1499193) is an Investment Advisor Representative working at Lsia in Pasadena, CA and has 1 year of experience in the finance industry.

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