Walled Lake Planning & Wealth Management LLC
Legal Name: WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Full Contact Details
Walled Lake Planning & Wealth Management LLC
(847) 987-6544
Other Info
Walled Lake Planning & Wealth Management LLC, legally known as WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC, is an Illinois-based Limited Liability Company. The firm has a team of six employees, including five advisors. Although the number of clients served by the organization is unknown, the company's SEC status is listed as approved as of December 6, 2018.
Walled Lake Planning & Wealth Management — Walled Lake Planning & Wealth Management
Planning comes first. Working together with our clients, we provide them with easy-to-understand recommendations and a plan to help you implement every step of the way.
Direct Owners
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HOWARD ROBERT KLIEGER
CHIEF EXECUTIVE OFFICER owns more than 50% but less than 75%
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NOEL ADAM COOPER
CHIEF OPERATING OFFICE owns more than 25% but less than 50%
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STACY LEIGH SIZEMORE
CHIEF COMPLIANCE OFFICER owns less than 5%