# LAKESHORE FINANCIAL PLANNING INC.

LAKESHORE FINANCIAL PLANNING INC. of SAINT CLAIR SHORES, MI is an SEC-registered investment adviser.

## Registration

- CRD: 299129
- Type: SEC-registered investment adviser
- SEC file number: 801-114302
- Location: 23201 JEFFERSON AVE, SAINT CLAIR SHORES, MI, 48080
- Phone: 586-498-0788
- Latest filing: 2026-02-11
- Regulatory AUM: $469.3M
- Discretionary AUM: $469.3M
- Clients: 5
- Accounts: 1,351

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (8)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299129/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299129/similar
- Related entities: https://search.stillhousedata.com/firm/299129/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299129

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.