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KS

Kayla A. Stowe

LAKERIDGE WEALTH MANAGEMENT LLC
MENTOR, OH 44060
Some features on this profile are disabled
CRD#: 5872772
KS

Professional summary

Kayla Ann Stowe, CFP® is a registered financial advisor currently at LAKERIDGE WEALTH MANAGEMENT LLC located in Mentor, Ohio and PRIVATE CLIENT SERVICES, LLC located in Mentor, Ohio.

Kayla is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Kayla has worked at 5 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kayla Ann Stowe's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2014

Experience

Current

January 19, 2022 - Present

LAKERIDGE WEALTH MANAGEMENT LLC

Office #1: 7470 Center St, Mentor, OH 44060
RIA
CRD#: 314071
MENTOR, OH
Current

August 1, 2022 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 7470 Center Street, Mentor, OH 44060
RIA
BD
CRD#: 120222
Mentor, OH
Past

August 19, 2021 - December 31, 2021

LAKERIDGE WEALTH MANAGEMENT LLC

RIA
CRD#: 314071
MENTOR, OH
Past

May 5, 2017 - August 3, 2022

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
CHARDON, OH
Past

January 30, 2013 - August 3, 2022

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
CHARDON, OH
Past

February 29, 2012 - January 28, 2013

1ST GLOBAL ADVISORS INC

RIA
CRD#: 111133
CHARDON, OH
Past

February 1, 2012 - January 28, 2013

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
CHARDON, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LW
LAKERIDGE WEALTH MANAGEMENT LLC
DOCTOR'S FINANCIAL RESOURCE | NMS WEALTH MANAGEMENT | MBA FINANCIAL SERVICES | LAKERIDGE WEALTH MANAGEMENT LLC | LAKERIDGE WEALTH MANAGEMENT LL | FINANCIAL SOLUTIONS PLANNING AND INVESTMENTS

CRD#: 314071 / SEC#: 801-121373

RIA
Registered Investment Advisory firm - (6/2/2021 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(8/1/2022)
RR
Indiana
(8/1/2022)
IAR
Ohio
(1/19/2022)
RR
Ohio
(8/1/2022)
RR
Pennsylvania
(8/9/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/28/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/31/2012
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

LW
LAKERIDGE WEALTH MANAGEMENT LLC
DOCTOR'S FINANCIAL RESOURCE | NMS WEALTH MANAGEMENT | MBA FINANCIAL SERVICES | LAKERIDGE WEALTH MANAGEMENT LLC | LAKERIDGE WEALTH MANAGEMENT LL | FINANCIAL SOLUTIONS PLANNING AND INVESTMENTS

CRD#: 314071 / SEC#: 801-121373

RIA
Registered Investment Advisory firm - (6/2/2021 Approved)
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Contact information

Main Address
7470 Center St, Mentor, OH 44060
Mailing Address
Phone number
(440) 510-1901
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (25 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LAKERIDGE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (10/14/2025)

Regulatory assets under management

Total Number of Accounts2,542
AUM (Assets Under Management)$ 700,523,160

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LAKERIDGE WEALTH MANAGEMENT LLC

CRD#: 314071Mentor, OH 44060

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