Catherine
Lannan
Lakewood Asset Management, LLC
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About this Advisor
Catherine Lannan is a financial advisor based in Chicago, Illinois, working with Lakewood Asset Management, LLC. Catherine has previously held positions at Charles Schwab & Co., Inc, Kohl's Corporation, Lowell Center at UW-Madison, Core-Rx Communications, UW-Madison Office of Human Resources, High School, University of Wisconsin-Madison, J. Crew, University of Wisconsin - Madison Union South Kiosks, Edgewood Country Club, and Lakewood Asset Management. Catherine has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Illinois, Louisiana, Nebraska, and Texas. Currently, Catherine is part of Lakewood Asset Management, LLC, which operates out of Chicago, Illinois. The firm has 3 offices and 4 employees. The firm manages assets totaling $208.4 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Lakewood Asset Management, LLC includes asset-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Lakewood Asset Management, LLC Brokerage Details
$208,427,448
4
328
$635,450
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Catherine Lannan Work History
Lakewood Asset Management
Charles Schwab & Co., Inc
Kohl'S Corporation
Lowell Center At Uw-Madison
Kohl'S Corporation
Core-Rx Communications
J. Crew
Uw-Madison Office Of Human Resources
University Of Wisconsin - Madison Union South Kiosks
University Of Wisconsin-Madison
Edgewood Country Club
High School
Disclosures
Please visit the SEC profile of Catherine Lannan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lakewood Asset Management, LLC
Chicago, IL
Naperville, IL
Naperville, IL
Omaha, NE
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