Lakeside Wealth Management (Now CAPTRUST)

Financial Services - Chesterton, Indiana, United States

Lakeside Wealth Management (Now CAPTRUST) Employees
Shirley Long

Customer Service Professional

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Anisha Curless

Executive Assistant & Participant Education Coordinator

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Chris Ylo

Financial Advisor

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Shirley Long

Client Service Professional

Contact Shirley Long

Dan Weninger

LPL Financial Advisor

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Lakeside Wealth Management (Now CAPTRUST) Details

Lakeside Wealth Management joined CAPTRUST in 2020. CAPTRUST's Chesterton-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, endowments and foundations of nonprofits, and wealth management services to high-net-worth individuals, business owners, and families.

Lakeside Wealth Management (Now CAPTRUST) logo, Lakeside Wealth Management (Now CAPTRUST) contact details
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Employees: 4
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Location: Chesterton, Indiana, United States
Revenue:
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