Brian
Shank
Lsia
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About this Advisor
Brian Shank is a financial advisor based in Milwaukee, Wisconsin, working with Lsia. Brian has previously held positions at Baird, Ls Investment Advisors, LLC, Marquette University, Ozaukee Country Club, Na, Usa Mutuals, Compass Distributors, LLC, and Lsia. Brian has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Brian is part of Lsia, which operates out of Milwaukee, Wisconsin. The firm has 2 offices and 12 employees. The firm manages assets totaling $803.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Lsia includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lsia Brokerage Details
$803,267,448
12
357
$2,250,049
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Brian Shank Work History
Lsia
Baird
Usa Mutuals
Compass Distributors, LLC
Baird
Na
Ls Investment Advisors, LLC
Marquette University
Marquette University
Marquette University
Ozaukee Country Club
Disclosures
Please visit the SEC profile of Brian Shank 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 Lsia
Milwaukee, WI
Milwaukee, WI
Bloomfield Hills, MI
Milwaukee, WI
Milwaukee, WI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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