Lakeshore Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$76,911,846
Clients
407
Advisors
3
of 3 employees
About
Lakeshore Wealth Management serves individual and high‑net‑worth clients, providing portfolio management, financial planning, and related consulting services. The firm’s three‑advisor team manages roughly $77 million in client assets and may engage unaffiliated sub‑advisors to manage all or a portion of client accounts.
The firm tailors investment advice to clients’ objectives, time horizons, and risk tolerances and employs a mix of approaches including asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading strategies. LWM commonly provides discretionary management with quarterly reviews, recommends custodians with which it has relationships, and charges asset‑based advisory fees.
A distinctive feature is the firm’s affiliation with an insurance agency and the fact that firm personnel are licensed insurance agents who may offer commissionable insurance products; the firm discloses this arrangement and notes it can create a potential conflict of interest. LWM also offers access to private/alternative investments and structured products through third‑party managers, limiting those opportunities to clients who meet applicable regulatory investor standards and recently added disclosures addressing structured‑product risks.
Client services
Expertise
Fee options
Fixed fees for financial planning projects ranging from $1,500 to $5,000 per project
$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
Hourly financial planning fees ranging from $200 to $500 per hour
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
Main office
9613 Lake Shore Drive
Lake Lotawana MO 64086
Advisors at this office
3
Most active in
Kansas · Missouri
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Jessy S
Series 66
Lake Lotawana, MO
Lakeshore Wealth Management LLC
Jessy Stoecklein is a financial advisor at Lakeshore Wealth Management LLC with two years of industry experience. She holds the Series 66 designation and previously worked at Beyond Wealth Advisors and Raymond James Financial Services, Inc. Outside of advisory roles, her background includes positions in banking and refrigeration. Lakeshore Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and investment recommendations across a range of products. The firm uses asset allocation, dollar-cost averaging, technical analysis, and a combination of long- and short-term strategies, frequently employing unaffiliated sub-advisors for portions of client portfolios.
Jonathan D
Series 63, Series 65
Lake Lotawana, MO
Lakeshore Wealth Management LLC
Jonathan Dold is a financial advisor at Lakeshore Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wise Wealth, LLC, Banc of America, N.A., and Merrill Lynch. In addition to his advisory role, he is a licensed insurance agent involved in the sale of life, accidental, and health insurance. Lakeshore Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and investment recommendations across various asset classes. The firm uses a tailored approach that includes asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term strategies, often employing unaffiliated sub-advisors to manage specialized portions of client portfolios.
Steven S
Series 66
Lake Lotawana, MO
Lakeshore Wealth Management LLC
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.
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