Lsia
Lsia (CRD# 146829) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $803,267,448 in 357 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management803MILLION
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Total Number of Accounts357ACCOUNTS
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Average Account Value$2,250,049
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, LA, MA, MD, MI, NC, NH, NY, TX, WI
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.
Brian Shank (CRD# 6866884) is an Investment Advisor Representative working at Lsia in Milwaukee, WI and has over 5 years of experience in the finance industry.
Mark Shank (CRD# 1088345) is an Investment Advisor Representative working at Lsia in Milwaukee, WI and has over 21 years of experience in the finance industry.
Jay Van Cleave (CRD# 1291547) is an Investment Advisor Representative working at Lsia in Milwaukee, WI and has over 38 years of experience in the finance industry.
Martha Wurzburger (CRD# 2780843) is an Investment Advisor Representative working at Lsia in Milwaukee, WI and has over 2 years of experience in the finance industry.