Lakes Wealth Advisory, LLC

Lakes Wealth Advisory, LLC (CRD# 150666) is a financial advisory firm headquartered in , . They manage $18,132,393 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.lakeswealthadvisory.com
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $1,007,355
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Lakes Wealth Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Benjamin Simiskey, financial advisor Katy TX
Benjamin C. Simiskey
CRD#: 5231027
Katy, TX

Benjamin Simiskey (CRD# 5231027) is an Investment Advisor Representative working at Lakes Wealth Advisory, LLC in Katy, TX and has over 17 years 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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