LAKESHORE FINANCIAL PLANNING INC. of SAINT CLAIR SHORES, MI is an SEC-registered investment adviser (CRD 299129). Regulatory assets under management: $469.3M.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Jeffrey Francis Brayton | PRESIDENT | — |
| Mark Edward Romin | VICE PRESIDENT | — |
| Sarah Rangstrom | CHIEF COMPLIANCE OFFICER | — |
| Patricia Ann Johnson | CHIEF COMPLIANCE OFFICER | — |
| JOHNSON LYNDA ANN | CHIEF COMPLIANCE OFFICER | — |
| BRAYTON JEFFREY FRANCIS | PRESIDENT; PRESIDENT/ CHIEF COMPLIANCE OFFICER | — |
| DAVENPORT RICHARD JOHN | VICE PRESIDENT | — |
| ROMIN MARK EDWARD | VICE PRESIDENT | — |