Lakeshore Financial Planning Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 299129
- SEC number
- 801-114302
- Firm type
- RIA
- Assets under management
- $469.3M as of Feb 11, 2026
- Website
- www.lakeshorefinancialplanning.com ↗
- Phone
- 586-498-0788
- Address
- 23201 Jefferson Ave, Saint Clair Shores, MI, 48080
Advisors at this firm
3 in our index · page 1 of 1
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Jeffrey Francis BraytonCRD 2356995 · Saint Clair Shores, MIIA RegisteredRegistration inactive
-
Richard John DavenportCRD 3026532 · Saint Clair Shores, MIIA RegisteredRegistration inactive
-
Mark Edward RominCRD 4778614 · Saint Clair Shores, MIIA RegisteredRegistration inactive
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 299129 ↗
FINRA BrokerCheck record for firm CRD 299129 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.