Lakeside Wealth Management (Now CAPTRUST)
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 o...load more
Lakeside Wealth Management (Now CAPTRUST)'s Basic Information
Industry
Financial Services
Headquarters
Chesterton, Indiana, United States
Website
Founded Year
2004
Headcount
11 - 50 ( View All )
Specialties
Financial PlanningCorporate Qualified Plan ConsultingFiduciary ConsultingSmall Business ServicesRisk ManagementAsset ManagementFinancial MappingLong Term CareEducation FundingEstate & Tax PlanningGenerational PlanningLife Insurance
Lakeside Wealth Management (Now CAPTRUST)'s Competitors
Gold Partners (Asia) Asset Management CO. LTD.
View all employeesBRA Advisors
View all employeesStartup Insight
View all employeesEmployee Insights
Lakeside Wealth Management (Now CAPTRUST)'s Top Employees
Cp Awma
Chairman AND Chief Executive Officer
Phone Email
Hunter Mang
Asset Management Associate
Phone Email
Kristin Lange
Client Relations Associate
Phone Email
Nicole Pollock
Client Services Associate
Phone Email
Chip Morris
Chief Investment Officer AND Chief Operating Officer
Phone Email
Frequently Asked Questions Regarding Lakeside Wealth Management (Now CAPTRUST)
Where is Lakeside Wealth Management (Now CAPTRUST)'s headquarter located?
Lakeside Wealth Management (Now CAPTRUST)'s headquarter are located at United States.
How many employees does Lakeside Wealth Management (Now CAPTRUST) have?
Lakeside Wealth Management (Now CAPTRUST) has 11 - 50 employees.
What is Lakeside Wealth Management (Now CAPTRUST)'s official website?
Lakeside Wealth Management (Now CAPTRUST)'s official website is http://lakesidewealth.com
What industry does Lakeside Wealth Management (Now CAPTRUST) belong to?
Lakeside Wealth Management (Now CAPTRUST) is in the industry ofFinancial Services
What does Lakeside Wealth Management (Now CAPTRUST) do?
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 o...
What specialty does Lakeside Wealth Management (Now CAPTRUST) have?
Financial PlanningCorporate Qualified Plan ConsultingFiduciary ConsultingSmall Business ServicesRisk ManagementAsset ManagementFinancial MappingLong Term CareEducation FundingEstate & Tax PlanningGenerational PlanningLife Insurance
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