Lakeside Wealth Management Group LLC
Legal Name: LAKESIDE WEALTH MANAGEMENT GROUP, LLC
Full Contact Details
Lakeside Wealth Management Group LLC
3100 VILLAGE PT, STE 200, CHESTERTON, IN
219-926-1182
219-395-9525
Other Info
Lakeside Wealth Management Group LLC operates as a Limited Liability Company in Indiana with 24 employees, all in advisory roles. While the number of clients served by the firm remains undisclosed, it has maintained SEC approval since its registration date in 2007.
Retirement Plan and Nonprofit Advisory Services and Wealth Management Chesterton IN | CAPTRUST
CAPTRUST’s Chesterton-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, endowments and foundations of nonprofits, and wealth management services to high-net-worth individuals, business owners, and families.
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Direct Owners
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GERALD EDWARD MANG
CHIEF INVESTMENT OFFICER owns more than 5% but less than 10%
-
JOCELYN ANNE HIBSHMAN
CHIEF COMPLIANCE OFFICER owns less than 5%
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MARK WILLIAM CHAMBERLAIN
CHIEF EXECUTIVE OFFICER owns more than 50% but less than 75%
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TIMOTHY DAVID RICE
PRESIDENT owns more than 25% but less than 50%
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TIMOTHY JAMES VERSCHURE
SENIOR VICE PRESIDENT owns less than 5%
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