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Steven Paul Strader

Advisor at Lakeshore Wealth Management LLC — Lake Lotawana, MO

Updated today

Credentials

Series 66

Experience

23 years

Location

Lake Lotawana, MO 64086

Lakeshore Wealth Management LLC logo

Lakeshore Wealth Management LLC

Supported

Total advisors

3

Clients per advisor

136 Very High

Avg AUM per client

$188,973 Very Low

HNW client ratio

9% Low

About

Steven Strader is a financial advisor at Lakeshore Wealth Management LLC with 23 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services Advisors Inc. and Beyond Wealth Advisors, Inc. Prior to joining Lakeshore Wealth Management in 2024, he spent eight years across these firms. Lakeshore Wealth Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and consulting services. The firm employs a variety of investment strategies tailored to clients’ objectives and risk tolerances and manages approximately $77 million in client assets through a team of three advisors.

Client services

Based on Lakeshore Wealth Management LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Lakeshore Wealth Management LLC

Private / alternative investments Annuities

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Fee options

Fixed

Fixed fees for financial planning projects ranging from $1,500 to $5,000 per project

Percentage

$0 - $1,000,000: 1.35% annually $1,000,001 - $2,000,000: 1.25% annually $2,000,001 - $3,000,000: 1.15% annually $3,000,001 - $4,000,000: 1.00% annually $4,000,001 - $20,000,000: 0.85% annually $20,000,001+: 0.75% annually

Project-based

Hourly financial planning fees ranging from $200 to $500 per hour

Other

Account minimum: $100,000 Fee-only: Financial planning fees charged as fixed fees ranging from $1,500 to $5,000 per project or hourly fees ranging from $200 to $500 per hour

Location

Lake Lotawana, MO

9613 Lake Shore Drive

Lake Lotawana MO 64086

Advisors at this office

3

Most active in

Kansas · Missouri

Work history

23 years of industry experience

Lakeshore Wealth Management LLC

2024 - Present • 2 years

Lake Lotawana, MO

Raymond James Financial Services Advisors INC.

2016 - 2024 • 8 years

Lees Summit, MO

Beyond Wealth Advisors, Inc.

2016 - 2024 • 8 years

Lees Summit, MO

Raymond James Financial Services, inc.

2016 - 2024 • 8 years

Lees Summit, MO

Ameriprise

2004 - 2016 • 12 years

KS

Waddell & Reed

2003 - 2004 • 1 year

Columbia, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Benjamin K

CFP®, ChFC®, Series 63, Series 65

Lees Summit, MO

QP Financial

Benjamin Krapu is a financial advisor at QP Financial with five years of industry experience. He holds the CFP® and ChFC® designations and has worked at Knights of Columbus Insurance and Knights of Columbus Asset Advisors LLC. He is also licensed as an insurance agent and remains actively involved in insurance sales alongside his advisory work. QP Financial provides financial planning and portfolio management services to individuals, high-net-worth households, and small businesses. The firm employs an investment approach based on Modern Portfolio Theory with emphasis on scenario analysis and stress testing, implementing portfolios through third-party sub-advisers and offering both comprehensive and modular planning solutions.

Early retirement planning Retirement withdrawal strategies Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner Executive
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Holmes O

CFA®, Series 63, Series 65

Lee's Summit, MO

Osborne Global Investors, Inc.

Holmes Osborne is the sole advisor at Osborne Global Investors, Inc. in Lee's Summit, MO. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 22 years of industry experience. Prior to founding Osborne Global Investments in 2004, he has spent his entire advisory career at this firm. He also writes financial articles for Seeking Alpha and Gurufocus.com. Osborne Global Investors provides fee-based investment management and supervisory services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach is based on fundamental analysis and typically involves limited discretion, with portfolios monitored daily and reviewed weekly to ensure alignment with client goals.

Active portfolio management

Dean L

CFP®

Lees Summit, MO

Your Financial Partnership

My name is Dean Lyman, and I started Your Financial Partnership due to the financial journey my spouse and I have taken over the past 20 years. I believe all couples should have the benefit of sound financial advice – especially in those times when you have questions, like between your business and family. This is when specific knowledge and a coach to help you with the right choices can make all the difference in the long run. This counsel applies to members of all Generations, and I especially love working for couples with children. I will work with you to relieve stress about money and your business by answering your questions, helping you solidify your goals, and create an action plan to achieve them. I provide comprehensive financial advice through fee-only services. This means I don’t sell any products, so I am free of the conflicts of interest that can arise from those arrangements. I have over 20 years of experience working with clients and their finances. I am a Certified Financial Planner ™ which means I’ve passed the rigorous educational and testing requirements as well as required ongoing training to keep me current. I am also a Certified College Financial Counselor (CCFC - https://www.aiccfc.org/Team/Dean-Lyman). With my expertise, I can help you with college planning, business and retirement planning, debt payoff, figuring out where that pesky hole in your budget is, purchasing your first or second home, evaluating your employee benefits, and much more. I'm a member of several organizations to both advocate and constantly improve my knowledge: National Association of Personal Financial Advisors - (https://www.napfa.org/firm/44663/26063) Certified Financial Planner - (https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/82c12f6f-c25a-4aaf-9c5a-f06ca78f3e8f) Fee-Only Network - (https://www.feeonlynetwork.com/financial-advisor/dilworth-lyman/) On a personal note, I live in the Midwest, but I meet clients virtually throughout the US. My wife and I have five children that keep us on our toes. Our family likes activities in the outdoors and travel. If you’d like to talk to me about planning for you as a family and business, please set up a FREE conversation (https://calendly.com/your-financial-partnership/30min) with me so you can get that financial peace of mind you deserve through our partnership.

Family Business Business ownership considerations Business succession planning Founder/Business Owner
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James H

CFP®, Series 63

Raymore, MO

Pillar Financial Planning

James Hargrave is a CFP® with six years of industry experience, currently serving as the sole advisor at Pillar Financial Planning. His prior experience includes roles at My Financial Coach and LearnLux, where he provides financial wellness coaching to employees through digital tools and personalized education. Pillar Financial Planning is an independent, fee-only fiduciary adviser that offers financial planning and discretionary investment management to individuals and small businesses without requiring a minimum investable-asset threshold. The firm emphasizes long-term, passive portfolios based on Modern Portfolio Theory and provides tailored planning options, including services designed for young physicians and business owners.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Doctor or Medical Professional Founder/Business Owner Young Professionals
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Jared F

CFP®, Series 65

Independence, MO

Freedom Financial Advisors, LLC

Jared Fears is a CFP® professional with 24 years of industry experience, currently serving as the sole advisor at Freedom Financial Advisors, LLC since 2001. Prior to founding his firm, he was employed by Community of Christ from 1997 to 2021. Freedom Financial Advisors, LLC provides financial planning and investment advisory services primarily to individuals and families, as well as revocable living trusts, a small 401(k) plan, and a not-for-profit organization. The firm follows CFP Board practice standards, using client questionnaires and investment policies to tailor recommendations, and manages accounts on a non-discretionary basis with a flat-fee compensation model.

General retirement planning Cash flow / budgeting Charitable giving & philanthropy General tax planning
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Kristine M

CFP®, Series 63, Series 65

Independence, MO

Beacon Financial Advisors, LLC

Kristine Mckinley is a CFP® professional with 24 years of experience and the principal advisor at Beacon Financial Advisors, LLC in Independence, MO. She has led Beacon since 2002 and also produces educational ebooks, reports, and teleseminars on personal finance topics through a separate business entity, KAM Financial Publishing, LLC. Beacon Financial Advisors provides financial planning, consultations, and tax preparation services to individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on written evaluations and recommendations without custody of client assets, emphasizing comprehensive planning and hourly billing rather than asset-based fees.

General retirement planning Income planning General tax planning College savings (529s, UTMA, etc.) Debt management
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