Lakeshore Financial Group
Lakeshore Financial Group offers a range of financial products and services. We assist our clients by recommending products and services that are designed to help solve their risk and asset accumulation problems. By applying appropriate designs and selecting quality insurance and investment products, we help protect our clients’ well being. In order to live up to our clients’ expectations, we are committed to putting their needs and interests first. Whether it’s a retirement plan, an estate plan, or a business succession plan, our goal is to build and maintain long term relationships based upon integrity, performance, and responsiveness. Establishing a relationship with Lakeshore Financial Group makes available to you an organization that keeps its focus on your interests. Drawing upon a network of professionals at our home office and broker/dealer, we participate in dynamic business relationships that bring you innovative ideas, excellent service, and a broad spectrum of financial products. Through the collaborative efforts of insurance underwriters, investment managers, and pension administrators, we deliver an understanding of your financial needs in an ever-changing financial world. Securities are offered solely by Equity Services, Inc, Member FINRA (FINRA.org) and SIPC (SIPC.org), 1 N Franklin Ave, Suite 3450, Chicago, IL 60606 (312) 236-2500 Lakeshore Financial Group is independent of Equity Services, Inc. TC8513921(1025)3
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Verified contacts
67
available on Kipplo
LinkedIn employees
70
51 to 200 range
Open roles
—
no listings
Distinct roles
26
indexed titles
Tech stack
2
tools in use
Monthly traffic
557
organic / mo
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Decision-makers and verified team members
67 contacts with verified email or phone · masked until revealed.
- GM
Gary McMahon
Managing Director, Certified Financial Plannertm · Finance & Accounting
EmailPhone - RA
Ryan Appelhans
Managing Director · General Business & Management
EmailPhone - AB
Adam Blake
Financial Advisor · Finance & Accounting
EmailPhone - CD
Carlos D. Pineda
Financial Professional · Finance & Accounting
EmailPhone - CF
Cathy Fetzer
Financial Representative, Registered Representative · Finance & Accounting
EmailPhone - CG
Chase Greenwood
Financial Services Representative · Customer/Client Service
EmailPhone - CM
Cody Morton
Financial Planner · Finance & Accounting
EmailPhone - CG
Connor Gentry
Financial Professional · Finance & Accounting
EmailPhone - DS
Derek Slater
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 67 verified contacts
Top roles at Lakeshore Financial Group
26 distinct titles indexed · top 10 shown.
- 11financial services representative
- 9financial advisor
- 7financial professional
- 5financial planner
- 4financial services professional
- 3financial representative
- 2managing director
- 2paraplanner
- 1, -'
- 1,,
- +16more titles
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