Ls Investment Advisors, LLC

Ls Investment Advisors, LLC (CRD# 146829) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $3,337,516,689 in 432 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,338
    MILLION
  • Total Number of Accounts
    432
    ACCOUNTS
  • Average Account Value
    $7,725,733
Compensation Options
  • A percentage of assets under your management
  • 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
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, IL, LA, MA, MD, MI, NC, NE, NH, NY, TX, WI

Financial Advisors at Ls Investment Advisors, LLC
Showing 1 - 7 of 7 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 Ls Investment Advisors, LLC 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 Ls Investment Advisors, LLC 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 Ls Investment Advisors, LLC 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 Ls Investment Advisors, LLC in Bloomfield Hills, MI and has over 16 years of experience in the finance industry.

5
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 Ls Investment Advisors, LLC in Bloomfield Hills, MI and has over 7 years of experience in the finance industry.

6
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 Ls Investment Advisors, LLC 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.

7
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 Ls Investment Advisors, LLC in Pasadena, CA and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.