Active
LAKESHORE FINANCIAL PLANNING INC.
Investment Advice|SAINT CLAIR SHORES, MI
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$403.6M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 403.6M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 299129 |
| SEC Number | 801-114302 |
| Street Address | 23201 JEFFERSON AVE |
| Location | SAINT CLAIR SHORES, MI 48080 |
| Country | United States |
| Phone | 586-498-0788 |
| Fax | 586-498-7580 |
| Total Employees | 6 |
Client Count by Type (473 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 361 |
| High Net Worth Individual… | 112 |
Community Partners
CHARTER TOWNSHIP OF CHESTERFIELD
CHARTER TOWNSHIP OF CLINTON
CHARTER TOWNSHIP OF HARRISON
CHARTER TOWNSHIP OF SHELBY
CHARTER TOWNSHIP OF WASHINGTON
CITY OF CENTER LINE
CITY OF EASTPOINTE
CITY OF FRASER
CITY OF MT CLEMENS
CITY OF NEW BALTIMORE
CITY OF RICHMOND
CITY OF ROSEVILLE
CITY OF ST. CLAIR SHORES
CITY OF UTICA
CITY OF WARREN
COUNTY OF MACOMB
TOWNSHIP OF ARMADA
TOWNSHIP OF BRUCE
TOWNSHIP OF LENOX
TOWNSHIP OF MACOMB
CHARTER TOWNSHIP OF CHESTERFIELD
CHARTER TOWNSHIP OF CLINTON
CHARTER TOWNSHIP OF HARRISON
CHARTER TOWNSHIP OF SHELBY
CHARTER TOWNSHIP OF WASHINGTON
CITY OF CENTER LINE
CITY OF EASTPOINTE
CITY OF FRASER
CITY OF MT CLEMENS
CITY OF NEW BALTIMORE
CITY OF RICHMOND
CITY OF ROSEVILLE
CITY OF ST. CLAIR SHORES
CITY OF UTICA
CITY OF WARREN
COUNTY OF MACOMB
TOWNSHIP OF ARMADA
TOWNSHIP OF BRUCE
TOWNSHIP OF LENOX
TOWNSHIP OF MACOMB
CHARTER TOWNSHIP OF CHESTERFIELD
CHARTER TOWNSHIP OF CLINTON
CHARTER TOWNSHIP OF HARRISON
CHARTER TOWNSHIP OF SHELBY
CHARTER TOWNSHIP OF WASHINGTON
CITY OF CENTER LINE
CITY OF EASTPOINTE
CITY OF FRASER
CITY OF MT CLEMENS
CITY OF NEW BALTIMORE
CITY OF RICHMOND
CITY OF ROSEVILLE
CITY OF ST. CLAIR SHORES
CITY OF UTICA
CITY OF WARREN
COUNTY OF MACOMB
TOWNSHIP OF ARMADA
TOWNSHIP OF BRUCE
TOWNSHIP OF LENOX
TOWNSHIP OF MACOMB
Municipal Government
25 Active
25
Organizations
CLINTON-MACOMB PUBLIC LIBRARY DISTRICT
LOCAL DEVELOPMENT FINANCE AUTHORITY, STERLING HEIGHTS MICHIGAN
MACOMB-SAINT CLAIR WORKFORCE DEVELOPMENT BOARD INC
MOUNT CLEMENS HOUSING
MT CLEMENS DISTRICT LIBRARY
RICHMOND LENOX EMERGENCY MEDICAL SERVICES AMBULANCE AUTHORITY
ROMEO DISTRICT LIBRARY
SOUTH EAST MACOMB SANITARY DISTRICT
SOUTH MACOMB DISPOSAL AUTHORITY
STERLING HEIGHTS HOUSING COMMISSION
CLINTON-MACOMB PUBLIC LIBRARY DISTRICT
LOCAL DEVELOPMENT FINANCE AUTHORITY, STERLING HEIGHTS MICHIGAN
MACOMB-SAINT CLAIR WORKFORCE DEVELOPMENT BOARD INC
MOUNT CLEMENS HOUSING
MT CLEMENS DISTRICT LIBRARY
RICHMOND LENOX EMERGENCY MEDICAL SERVICES AMBULANCE AUTHORITY
ROMEO DISTRICT LIBRARY
SOUTH EAST MACOMB SANITARY DISTRICT
SOUTH MACOMB DISPOSAL AUTHORITY
STERLING HEIGHTS HOUSING COMMISSION
CLINTON-MACOMB PUBLIC LIBRARY DISTRICT
LOCAL DEVELOPMENT FINANCE AUTHORITY, STERLING HEIGHTS MICHIGAN
MACOMB-SAINT CLAIR WORKFORCE DEVELOPMENT BOARD INC
MOUNT CLEMENS HOUSING
MT CLEMENS DISTRICT LIBRARY
RICHMOND LENOX EMERGENCY MEDICAL SERVICES AMBULANCE AUTHORITY
ROMEO DISTRICT LIBRARY
SOUTH EAST MACOMB SANITARY DISTRICT
SOUTH MACOMB DISPOSAL AUTHORITY
STERLING HEIGHTS HOUSING COMMISSION
Special District
10 Active
10
Organizations
ACADEMY
ANCHOR BAY SCHOOL DIST
ARMADA AREA SCH DIST
CENTER LINE PUBLIC SCHOOLS
CHIPPEWA VALLEY SCH DIST
CLINTONDALE SCHOOL DISTRICT
EASTPOINTE COMMUNITY SCHOOL DISTRICT
FITZGERALD PUBLIC SCHOOLS
FRASER PUBLIC SCHOOLS
HARVARD HOMES GROUP INC
LAKE SHORE PUBLIC SCHOOLS (MACOMB)
LAKEVIEW PUBLIC SCHOOLS (MACOMB)
L'ANSE CREUSE SCHOOL DISTRICT
MACOMB COMMUNITY COLLEGE
MACOMB INTERMEDIATE SCHOOL DISTRICT
MERRITT ACADEMY
MT CLEMENS COMM SCH DIST
NEW HAVEN COMM SCH DIST
RICHMOND COMM SCHOOL DIST
ROMEO COMM SCH DIST
ACADEMY
ANCHOR BAY SCHOOL DIST
ARMADA AREA SCH DIST
CENTER LINE PUBLIC SCHOOLS
CHIPPEWA VALLEY SCH DIST
CLINTONDALE SCHOOL DISTRICT
EASTPOINTE COMMUNITY SCHOOL DISTRICT
FITZGERALD PUBLIC SCHOOLS
FRASER PUBLIC SCHOOLS
HARVARD HOMES GROUP INC
LAKE SHORE PUBLIC SCHOOLS (MACOMB)
LAKEVIEW PUBLIC SCHOOLS (MACOMB)
L'ANSE CREUSE SCHOOL DISTRICT
MACOMB COMMUNITY COLLEGE
MACOMB INTERMEDIATE SCHOOL DISTRICT
MERRITT ACADEMY
MT CLEMENS COMM SCH DIST
NEW HAVEN COMM SCH DIST
RICHMOND COMM SCHOOL DIST
ROMEO COMM SCH DIST
ACADEMY
ANCHOR BAY SCHOOL DIST
ARMADA AREA SCH DIST
CENTER LINE PUBLIC SCHOOLS
CHIPPEWA VALLEY SCH DIST
CLINTONDALE SCHOOL DISTRICT
EASTPOINTE COMMUNITY SCHOOL DISTRICT
FITZGERALD PUBLIC SCHOOLS
FRASER PUBLIC SCHOOLS
HARVARD HOMES GROUP INC
LAKE SHORE PUBLIC SCHOOLS (MACOMB)
LAKEVIEW PUBLIC SCHOOLS (MACOMB)
L'ANSE CREUSE SCHOOL DISTRICT
MACOMB COMMUNITY COLLEGE
MACOMB INTERMEDIATE SCHOOL DISTRICT
MERRITT ACADEMY
MT CLEMENS COMM SCH DIST
NEW HAVEN COMM SCH DIST
RICHMOND COMM SCHOOL DIST
ROMEO COMM SCH DIST
School District
26 Active
26
Organizations
104 AMALGAMATED LOCAL UNION SPFPA
1220708 MEMPHIS LL
16WAYS FOUNDATION INC
228 LOCAL SPFPA
22 RISING INC
249 CLINTON VALLEY CHAPTER OF TROUT UNLIMITED
310 LOCAL SPFPA
3 27 MAR RVN
48089 RISING
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
104 AMALGAMATED LOCAL UNION SPFPA
1220708 MEMPHIS LL
16WAYS FOUNDATION INC
228 LOCAL SPFPA
22 RISING INC
249 CLINTON VALLEY CHAPTER OF TROUT UNLIMITED
310 LOCAL SPFPA
3 27 MAR RVN
48089 RISING
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
104 AMALGAMATED LOCAL UNION SPFPA
1220708 MEMPHIS LL
16WAYS FOUNDATION INC
228 LOCAL SPFPA
22 RISING INC
249 CLINTON VALLEY CHAPTER OF TROUT UNLIMITED
310 LOCAL SPFPA
3 27 MAR RVN
48089 RISING
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
2346 Active
2346
Organizations
Community Partners111 organizations
CHARTER TOWNSHIP OF SHELBY
Municipal Government·SHELBY TOWNSHIP
CITY OF FRASER
Municipal Government·FRASER
CITY OF RICHMOND
Municipal Government·RICHMOND
CITY OF ROSEVILLE
Municipal Government·ROSEVILLE
CITY OF UTICA
Municipal Government·UTICA
CITY OF WARREN
Municipal Government·WARREN
COUNTY OF MACOMB
Municipal Government·MOUNT CLEMENS
VILLAGE OF ROMEO
Municipal Government·ROMEO
LOCAL DEVELOPMENT FINANCE AUTHORITY, STERLING HEIGHTS MICHIGAN
Special District·STERLING HEIGHTS
MOUNT CLEMENS HOUSING
Special District·MOUNT CLEMENS
RICHMOND LENOX EMERGENCY MEDICAL SERVICES AMBULANCE AUTHORITY
Special District·CLINTON TOWNSHIP
SOUTH EAST MACOMB SANITARY DISTRICT
Special District·SAINT CLAIR SHORES
SOUTH MACOMB DISPOSAL AUTHORITY
Special District·SAINT CLAIR SHORES
STERLING HEIGHTS HOUSING COMMISSION
Special District·STERLING HEIGHTS
ACADEMY
School District·WARREN
HARVARD HOMES GROUP INC
School District·WASHINGTON
MACOMB COMMUNITY COLLEGE
School District·WARREN
MACOMB INTERMEDIATE SCHOOL DISTRICT
School District·CLINTON TOWNSHIP
MERRITT ACADEMY
School District·NEW HAVEN
104 AMALGAMATED LOCAL UNION SPFPA
Nonprofit Organization·ROSEVILLE
1220708 MEMPHIS LL
Nonprofit Organization·Richmond
16WAYS FOUNDATION INC
Nonprofit Organization·Macomb
228 LOCAL SPFPA
Nonprofit Organization·ROSEVILLE
22 RISING INC
Nonprofit Organization·warren
249 CLINTON VALLEY CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·NEW BALTIMORE
310 LOCAL SPFPA
Nonprofit Organization·ROSEVILLE
3 27 MAR RVN
Nonprofit Organization·Macomb
48089 RISING
Nonprofit Organization·WARREN
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton Township
541 AMALGAMATED LOCAL UNION
Nonprofit Organization·ROSEVILLE
560 LOCAL SPFPA
Nonprofit Organization·ROSEVILLE
586 REVIVAL
Nonprofit Organization·Eastpointe
6-E UNISERV COORDINATING COUNCIL
Nonprofit Organization·CLINTON TOWNSHIP
700 SPFPA
Nonprofit Organization·ROSEVILLE
80S PARTY 4A PURPOSE
Nonprofit Organization·Chesterfield
82ND AIRBORNE DIVISION ASSOCIATION INC
Nonprofit Organization·Saint Clair Shores
ACADEMY OF DREAMS
Nonprofit Organization·ROSEVILLE
ACADEMY OF WARREN FOUNDATION
Nonprofit Organization·Warren
ACCESS IRVINE INC
Nonprofit Organization·WARREN
ACE FUNDRAISING
Nonprofit Organization·Macomb