Inactive

Steven Paul Strader

Lakeshore Wealth Management LLC

Lake Lotawana, MO

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Current Employers

Lakeshore Wealth Management Llc

9613 Lake Shore Drive, Lake Lotawana, MO 64086 • United States

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2024-08-27
MO	RA	APPROVED	2024-07-09

KS RA
APPROVED

Since 2024-08-27
MO RA
APPROVED

Since 2024-07-09

Branch Locations

9613 Lake Shore Drive, Lake Lotawana, MO 64086 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Raymond James Financial Services, Inc.	Lees Summit	MO	07/2016	07/2024
Raymond James Financial Services Advisors Inc.	Lees Summit	MO	08/2016	07/2024
Beyond Wealth Advisors, Inc.	Lees Summit	MO	07/2016	07/2024
Lakeshore Wealth Management Llc	Lake Lotawana	MO	07/2024	Present

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

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-09-17

S66 Uniform Combined State Law Examination

2003-09-17

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

STATE FARM INVESTMENT MANAGEMENT CORP.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

PRAIRIE ADVISORY, LLC

U.S. BANCORP ADVISORS, LLC

LPL FINANCIAL LLC

COPPER FINANCIAL

Other Investors

Jessy Jordyn Stoecklein

JONATHAN A DOLD

Samuel Allan Heggs

DANA JOHN SCHNELLE

PAXTON JEFFERY TAYLOR

STEVEN ERNEST HEGGS

WILLIAM ASHLEY ELLWOOD

Wesley S Ellwood

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Blue Springs, MO

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BLUE SPRINGS, MO

STATE FARM INVESTMENT MANAGEMENT CORP. · Blue Springs, MO

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · GRAIN VALLEY, MO

PRAIRIE ADVISORY, LLC · Blue Springs, MO

EDWARD JONES · GRAIN VALLEY, MO

U.S. BANCORP ADVISORS, LLC · Blue Springs, MO

LPL FINANCIAL LLC · BLUE SPRINGS, MO

More in Lake Lotawana, MO

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