LAKE STATE FINANCIAL INC

LAKE STATE FINANCIAL INC is an SEC-registered investment adviser (CRD 327163). Regulatory assets under management: $6.4M.

Registration

• CRD: 327163
• Type: Registered investment adviser
• Phone: 612-282-1978
• Latest filing: 2026-03-30
• Regulatory AUM: $6.4M
• Discretionary AUM: $6.4M
• Clients: 1
• Accounts: 17

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327163 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search