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).

By the Numbers
  • Total Assets Under Management
    803
    MILLION
  • Total Number of Accounts
    357
    ACCOUNTS
  • Average Account Value
    $2,250,049
Compensation Options
  • A percentage of assets under your management
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Lsia
Showing 1 - 5 of 5 top financial advisors.
1
Daniel J. Kostaroff
CRD#: 5321128
39533 Woodward Avenue, Suite 307, Bloomfield Hills, MI 48304

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.

2
Brian A. Shank
CRD#: 6866884
111 E Kilbourn Ave, Suite 2700, Milwaukee, WI 53202

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.

3
Mark A. Shank
CRD#: 1088345
111 East Kilbourn Avenue, Suite 2700, Milwaukee, WI 53202

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.

4
Jay E. Van Cleave
CRD#: 1291547
839 N. Jefferson Street, Suite 504, Milwaukee, WI 53202

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.

5
Martha A. Wurzburger
CRD#: 2780843
111 E. Kilbourn Avenue, Suite 2700, Milwaukee, WI 53202

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.

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