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Steven P. Strader
LAKESHORE WEALTH MANAGEMENT LLC | Financial Advisor
LAKE LOTAWANA, MO 64086
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CRD#: 4681307
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Professional summary
Steven Paul Strader is a registered financial advisor currently at LAKESHORE WEALTH MANAGEMENT LLC located in Lake Lotawana, Missouri.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Steven has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Name of Business: Beyond Wealth Advisors, Inc. Address: 600 SW Jefferson St Ste 208, Lees Summit, MO, 64086, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/29/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (2) Name of Business: Proverbs 13:11 LLC Address: 600 SW Jefferson St Ste 208, Lees Summit, MO, 64063, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/19/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Company (Financial Advisor) (3) Name of Business: Strader Address: 62 L , Lake Lotawana, MO, 64086, United States Activity Type: Control Person Position/Title: Successor trustee (Named Only) Investment Related: Yes Start Date: 06/28/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Act as successor trustee for parents Living trust.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Paul Strader's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 9, 2024 - Present
LAKESHORE WEALTH MANAGEMENT LLC
Office #1: 9613 Lake Shore Drive, Lake Lotawana, MO 64086RIA
CRD#: 331324
LAKE LOTAWANA, MO
Past
August 17, 2016 - July 11, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
LEES SUMMIT, MO
Past
July 29, 2016 - July 11, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
LEES SUMMIT, MO
Past
March 22, 2004 - August 1, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
OVERLAND PARK, KS
Past
March 22, 2004 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
March 22, 2004 - August 1, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
OVERLAND PARK, KS
Past
September 18, 2003 - March 9, 2004
WADDELL & REED
RIA
CRD#: 866
COLUMBIA, MO
Past
August 28, 2003 - March 9, 2004
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kansas(8/27/2024)
IAR
Missouri(7/9/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LW
LAKESHORE WEALTH MANAGEMENT LLC
LAKESHORE WEALTH MANAGEMENT LLC
CRD#: 331324 / SEC#:
Kansas
Registered Investment Advisory firm - (8/27/2024 Approved)Missouri
Registered Investment Advisory firm - (5/30/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9613 Lake Shore Drive, Lake Lotawana, MO 64086
Mailing Address
Phone number
(816) 477-5253
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 685 |
| AUM (Assets Under Management) | $ 61,066,000 |
Red Flags
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Company Information
LAKESHORE WEALTH MANAGEMENT LLC
Financial AdvisorCRD#: 331324Lake Lotawana, MO 64086TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
