A complete list of active advisors currently associated with Lakeport Advisors, LLC

Warmer can help you find a great advisor at Lakeport Advisors, LLC or one who fits your needs even better.

Lakeport Advisors, LLC is an independent, state‑registered investment adviser that offers discretionary investment management and comprehensive wealth‑planning services to individuals and high‑net‑worth clients. The firm provides integrated wealth management, retirement account advice, and standalone financial planning and consulting engagements. Lakeport constructs diversified portfolios using low‑cost mutual funds and ETFs and may include individual stocks, bonds or legacy positions where appropriate, applying fundamental, technical and charting analysis in its investment process. The firm generally takes a long‑term allocation approach while retaining discretion to rebalance or execute shorter‑term trades for tax management, cash needs, or changes in client objectives. Notable for a newly established, small independent adviser, the firm discloses that its principal maintains multiple non‑advisory business interests (including farm‑related activities and other personal entities) and allocates measurable time to those activities rather than operating strictly as a dedicated solo‑practice adviser. The firm also operates through an institutional advisor platform that provides software and operational support, offers both bundled wealth management and hourly standalone planning, and does not employ outside money managers.

To learn more about the advisors currently working at Lakeport Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jordan Hejna	Tabor, SD	0

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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