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About us

Life is measured by more than currency.
Lakeside Wealth Management Group, LLC and Lakeside Financial Group, LLC collectively manage over $800 million on behalf of institutions, corporations, and private clients. We are made up of 17 financial advisors and 15 client service professionals. Our office in Chesterton, Indiana, services clients throughout the entire continental United States. Our firm has grown rapidly through our holistic approach to wealth management planning and preservation.

Securities offered through First Allied Securities, Inc., A Registered Broker/Dealer. Member FINRA/SIPC. Advisory services offered through Lakeside Wealth Management. A Registered Investment Adviser and is not affiliated entities with First Allied Securities. &

All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice


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Lakeside Congratulates Director of HR & Technology
To say that Lakeside's Director of HR & Technology, Amanda Herren, is "always on the go" is an understatement. Mom of two young boys, Herren rarely ever sit...
Tim Rice of Lakeside Wealth Management Receives Recognition for Commun...
Tim Rice noted that when the Executive Director of Invest in Others called to let him know he was a finalist for their Community Service Award, she probably won...
Lakeside Wealth Management Stays Ahead with Continuing Education
Staying ahead of the curve is important in the ever-changing financial world. The advisors at Lakeside Wealth Management not only know this but take it to heart...