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Steven Paul Strader

Lakeshore Wealth Management LLC

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About Steven Paul Strader

Steven Strader is a financial advisor with over 20 years of experience in the industry. Steven is currently registered with Lakeshore Wealth Management LLC and holds Series 7 and Series 66 licenses. Steven has worked previously at Raymond James Financial Services, Inc., Amerprise Financial Services, Inc. and Waddell & Reed, Inc. Steven's firm provides financial planning, portfolio management for individuals and selection of other advisors.

Firm Information

Steven Strader is currently registered with Lakeshore Wealth Management LLC. Lakeshore Wealth Management LLC is an independent wealth management firm serving individuals, high-net-worth individuals, and charitable organizations. They offer a range of advisory services, including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages over $61 million in assets for over 685 clients.

$61.07M

Assets Under Management

1

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Steven Strader’s Registration & Firm History

MO

07/09/2024 - Present

Lakeshore Wealth Management LLC (LAKE LOTAWANA MO)

MO

07/29/2016 - 07/11/2024

RAYMOND JAMES FINANCIAL SERVICES, INC. (LEES SUMMIT MO)

KS

03/22/2004 - 08/01/2016

AMERIPRISE FINANCIAL SERVICES, INC. (OVERLAND PARK KS)

MN

03/22/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

KS

08/28/2003 - 03/09/2004

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 09/17/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Paul Strader.
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