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Lakeshore Financial Group jobs and careers

About Lakeshore Financial Group

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. 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. 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. TC94772(0617)p

Employees
11 to 50

Leadership

The top of Lakeshore Financial Group's org chart, with how many people report into each leader.

RMPhoto of Ryan Moratti

Ryan Moratti

Managing Partner

28 reports

KCPhoto of Kena Contractor

Kena Contractor

Managing Director

5 reports

GMPhoto of Gary McMahon

Gary McMahon

Managing Director, Certified Financial Planner™

14 reports

TDPhoto of Tim Dunneback

Tim Dunneback

Partner, Certified Financial Planner™, Chfc®

JG

Joseph Grimm

Lakeshore Financial Group

SAPhoto of Sam Audy

Sam Audy

Financial Planner

TDPhoto of Tyler Degeneffe

Tyler Degeneffe

Chfc, CFP

RAPhoto of Ryan Appelhans

Ryan Appelhans

Managing Director

JPPhoto of John J. Piotrowicz

John J. Piotrowicz

Managing Director

Open roles at Lakeshore Financial Group

Still listed on Lakeshore Financial Group's careers site, first posted over a year ago.