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ML

Michael A. Lakes

KOINONIA FINANCIAL
THE WOODLANDS, TX 77380
Some features on this profile are disabled
CRD#: 8172699
ML
Michael Andrew LakesKOINONIA FINANCIAL

Professional summary

Michael Andrew Lakes, who also goes by Michael Lakes, is a registered financial advisor currently at KOINONIA FINANCIAL located in The Woodlands, Texas and LPL FINANCIAL LLC located in The Woodlands, Texas.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2026. Michael has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Aliases

Michael Lakes

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. 03/2026 - Koinonia Financial - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 130 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 3/20/2026

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Andrew Lakes'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

August 7, 2026 - Present

KOINONIA FINANCIAL

Office #1: 9400 Grogans Mill Rd Ste 305, The Woodlands, TX 77380
RIA
CRD#: 312136
THE WOODLANDS, TX
Current

April 1, 2026 - Present

LPL FINANCIAL LLC

Office #1: 9400 Grogans Mill Rd. Ste 305, The Woodlands, TX 77380
RIA
BD
CRD#: 6413
THE WOODLANDS, TX

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
Texas
(6/4/2026)
IAR
Texas
(8/7/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/3/2026
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/31/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/18/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

KF
KOINONIA FINANCIAL
KOINONIA FINANCIAL | KOINONIA WEALTH, LLC

CRD#: 312136 / SEC#:

Louisiana
Registered Investment Advisory firm - (1/19/2021 Approved)
Texas
Registered Investment Advisory firm - (1/1/2021 Approved)
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Contact information

Main Address
9400 Grogans Mill Rd Ste 305, The Woodlands, TX 77380
Mailing Address
Phone number
(281) 367-2525
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts525
AUM (Assets Under Management)$ 101,497,550

Red Flags

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Company Information

KOINONIA FINANCIAL

CRD#: 312136The Woodlands, TX 77380

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