Steven Paul Strader

Employer firm

Lakeshore Wealth Management LLC CRD 331324

$77.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 07/2024
  Raymond James Financial Services, Inc.
  Lees Summit, MO
• 08/2016 → 07/2024
  Raymond James Financial Services Advisors Inc.
  Lees Summit, MO
• 07/2016 → 07/2024
  Beyond Wealth Advisors, Inc.
  Lees Summit, MO
• 07/2024 → Present
  Lakeshore Wealth Management Llc
  Lake Lotawana, MO

Previous Registrations

• 2016-08-17 → 2024-07-11
  Raymond James Financial Services Advisors, Inc
  Lees Summit, MO
• 2004-03-22 → 2016-08-01
  Ameriprise Financial Services, Llc
  Overland Park, KS
  Leawood, KS
• 2003-09-18 → 2004-03-09
  Waddell & Reed
  Columbia, MO

Exams

• S66 Uniform Combined State Law Examination
  2003-09-17