Lsia Wealth Management
We’re redefining the wealth management experience and what Comprehensive, Customization, Transparency, and Value means for you. For years, investment firms and banks have spent billions of dollars marketing these concepts, yet if you are like most, you’ve likely had a completely different experience. Overpromising and underdelivering. That way did not work for us, so we set out to change it. Click the "+ Follow" button above and follow us on LinkedIn to learn how a redefined wealth management experience can benefit you. LSIA Social Media Disclosure: https://my-lsia.com/social-media-at-lsia/
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Verified contacts
12
available on Kipplo
LinkedIn employees
9
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
2
tools in use
Monthly traffic
26
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- BS
Brian Shank
Wealth Advisor · Finance & Accounting
EmailPhone - DB
Diane Bindas
Trade & Settlement Manager · Other
EmailPhone - CS
Craig Schneider
Business Development Officer · Sales & Business Development
EmailPhone - IA
Ieman Afram
Client Service Specialist · Customer/Client Service
EmailPhone - LK
Laurie Kuchler
Client Service Specialist · Customer/Client Service
EmailPhone - DK
Dan Kostaroff
Owner & President · General Business & Management
EmailPhone - MS
Mark Shank
Owner · General Business & Management
EmailPhone - BM
Becki Mueller
Operations Manager · Operations
EmailPhone - JV
Jay van Cleave
Owner & Wealth Advisor · Finance & Accounting
EmailPhone
Showing 9 of 12 verified contacts
Top roles at Lsia Wealth Management
11 distinct titles indexed · top 10 shown.
- 2client service specialist
- 1business development officer
- 1operations manager
- 1owner
- 1owner & chief business officer
- 1owner & president
- 1owner & wealth advisor
- 1owner, chief operations officer & chief compliance officer
- 1trade & settlement manager
- 1wealth advisor
- +1more titles
Sign up to unlock all 12 contacts at Lsia Wealth Management
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