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
Jonathan Dold	Lake Lotawana, MO	16
Jessy Stoecklein	Lake Lotawana, MO	3
Steven Strader	Lake Lotawana, MO	23

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