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.
Ryan Moratti
Managing Partner
28 reports
Kena Contractor
Managing Director
5 reports
Gary McMahon
Managing Director, Certified Financial Planner™
14 reports
Tim Dunneback
Partner, Certified Financial Planner™, Chfc®
Joseph Grimm
Lakeshore Financial Group
Sam Audy
Financial Planner
Tyler Degeneffe
Chfc, CFP
Ryan Appelhans
Managing Director
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.
- Financial Advisor
Green Bay, WI, us · Posted Nov 2024
- Financial Advisor
Oak Brook, IL, us · Posted Oct 2023
- Financial Advisor
Chicago, IL, us · Posted Aug 2023