Thomas J. Bengtson

LAKESHORE ADVISORS

WINTER PARK, FL 32789

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CRD#: 6896682

Professional summary

Thomas Jackson Bengtson, who also goes by Thomas Bengtson, is a registered financial advisor currently at LAKESHORE ADVISORS located in Winter Park, Florida.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Thomas has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Thomas Bengtson

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 Thomas Jackson Bengtson'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®

None

Experience

Current

March 13, 2026 - Present

LAKESHORE ADVISORS

Office #1: 238 N. Park Avenue, Winter Park, FL 32789

RIA

CRD#: 329497

WINTER PARK, FL

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

Florida
(3/13/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

LAKESHORE ADVISORS

LAKESHORE ADVISORS | LAKESHORE WEALTH ADVISORS LLC

CRD#: 329497 / SEC#:

Florida

Registered Investment Advisory firm - (2/6/2024 Approved)

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Contact information

Main Address

238 N. Park Avenue, Winter Park, FL 32789

Mailing Address

Phone number

(321) 464-5122

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	195
AUM (Assets Under Management)	$ 34,686,000

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.

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Thomas J. Bengtson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Jackson Bengtson's CRS (Customer Relationship Summary).

Certified licenses

Experience

LAKESHORE ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

LAKESHORE ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LAKESHORE ADVISORS

TRUST BUT VERIFY

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