JD
Julie M. Distler
LAKERIDGE WEALTH MANAGEMENT LLC
MENTOR, OH 44060
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CRD#: 6827377
JD
Professional summary
Julie Marie Distler, who also goes by Julie Marie Manning, is a registered financial advisor currently at LAKERIDGE WEALTH MANAGEMENT LLC located in Mentor, Ohio and PRIVATE CLIENT SERVICES, LLC located in Mentor, Ohio.
Julie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Julie has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Julie Marie Manning
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) LAKERIDGE WEALTH MANAGEMENT LLC. 7470 CENTER STREET, MENTOR, OH 44060. RIA-PROVIDING INVESTMENT ADVICE AND FINANCIAL PLANNING. WORK WITH CLIETNS ON INVESTMENTS AND FINANCIAL PLANNING. 160 HRS/MO; 120 DURING TRADING HRS. 2) FIXED INSURANCE. 7470 CENTER STREET, MENTOR, OH 44060. FIXED INSURANCE WITH VARIOUS COMPANIES. PLACE LIFE, DISABILITY, LONG-TERM CARE AND FIXED ANNUITIES FOR CLIENTS. 2 HRS/MO; 2 DURING TRADING HRS. 3) NMS WEALTH MANAGEMENT. 7470 CENTER STREET, MENTOR, OH 44060. DBA FOR PRACTICE. WORK WITH CLIENTS ON INVESTMENTS AND FINANCIAL PLANNING. 160 HRS/MO; 130 DURING TRADING HRS. 4) 7470 CENTER STREET, LLC. 36101 BILLINGSLEY ROW, AVON, OH 44011. LLC TO OWN COMMERCIAL REAL ESTATE THAT IS RENTED OUT. OWNER/MEMBER, OWN AND MANAGE COMMERCIAL RENTAL PROPERTY. 1 HR/MO; 1 DURING TRADING HRS.
CRS (Client Relationship Summary) - RIA
Click below to view Julie Marie Distler'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
January 19, 2022 - Present
LAKERIDGE WEALTH MANAGEMENT LLC
Office #1: 7470 Center St, Mentor, OH 44060RIA
CRD#: 314071
MENTOR, OH
Current
August 1, 2022 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 7470 Center Street, Mentor, OH 44060RIA
BD
CRD#: 120222
Mentor, OH
Past
August 19, 2021 - December 31, 2021
LAKERIDGE WEALTH MANAGEMENT LLC
RIA
CRD#: 314071
MENTOR, OH
Past
June 7, 2019 - August 3, 2022
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
MENTOR, OH
Past
May 7, 2018 - August 3, 2022
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
MENTOR, 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
Michigan(8/1/2022)
IAR
Ohio(1/19/2022)
RR
Ohio(8/1/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 2,542 |
| AUM (Assets Under Management) | $ 700,523,160 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LAKERIDGE WEALTH MANAGEMENT LLC
CRD#: 314071Mentor, OH 44060TRUST BUT VERIFY
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