Lakeside Wealth Management collectively manage over $1.6 billion on behalf of institutions, corporations, and private clients. We are made up of 20 financial professionals and 18 service professionals who believe, above all, in a life well-lived for our clients. We do what we do because we want our clients to live a truly rich life with equal parts; character, health, family and prosperity. We have offices located in Chesterton, Indiana and Brookfiled, Wisconsin to service clients throughout the entire continental United States. Securities offered through First Allied Securities, Inc., A Registered Broker/Dealer. Member FINRA/SIPC. Advisory services offered through Lakeside Wealth Management. A Registered Investment Adviser and is not affiliated entities with First Allied Securities. www.finra.org & www.sipc.org. All third-party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice
View Top Employees from Lakeside Wealth Management (Now CAPTRUST)| Website | https://www.captrust.com/locations/chesterton-in/ |
| Revenue | $6 million |
| Funding | $350000 |
| Employees | 12 (12 on RocketReach) |
| Founded | 2004 |
| Address | 3100 Village Point Suite 200, Chesterton, Indiana 46304, US |
| Phone | (219) 926-1182 |
| Technologies |
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| Industry | Insurance, Investment Banking, Financial Planning, Financial Services, Finance, Corporate Qualified Plan Consulting, Information Technology and Services, Fiduciary Consulting, Small Business Services, Risk Management, Asset Management, Financial Mapping, Long Term Care, Education Funding, Estate & Tax Planning, Generational Planning, Life Insurance |
| Web Rank | 8 Million |
| SIC | SIC Code 62 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 52399 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
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Lakeside Wealth Management (Now CAPTRUST) Questions
The Lakeside Wealth Management (Now CAPTRUST) annual revenue was $6 million in 2023.
Ray Hibbert is the Director of Lakeside Wealth Management (Now CAPTRUST).
12 people are employed at Lakeside Wealth Management (Now CAPTRUST).
Lakeside Wealth Management (Now CAPTRUST) is based in Chesterton, Indiana.
The NAICS codes for Lakeside Wealth Management (Now CAPTRUST) are [52, 52399, 523, 5239, 52393].
The SIC codes for Lakeside Wealth Management (Now CAPTRUST) are [62].
Top Lakeside Wealth Management (Now CAPTRUST) Employees
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