A complete list of active advisors currently associated with Lakeshore Wealth Management LLC
Warmer can help you find a great advisor at Lakeshore Wealth Management LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Lakeshore Wealth Management 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 |
|---|---|---|
Lake Lotawana, MO
| 16
| |
Lake Lotawana, MO
| 2
| |
Lake Lotawana, MO
| 22
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")