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Timothy James Verschure

Captrust

Chesterton, IN

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2020-05-06
  • IN RA
    APPROVED
    Since 2020-05-06

Branch Locations

3100 Village Point Ste 200, Chesterton, IN 46304 • 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
OrganizationCityStateFromTo
D/B/A Lakeside Financial Group, Llc Chesterton IN 03/2008 05/2020
First Allied Securities, Inc. Chesterton IN 05/2008 05/2020
Capfinancial Partners Llc (Captrust) Raleigh NC 05/2020 Present
Capfinancial Securities Llc Raleigh NC 05/2020 Present
  • 03/2008 → 05/2020
    D/B/A Lakeside Financial Group, Llc
    Chesterton, IN
  • 05/2008 → 05/2020
    First Allied Securities, Inc.
    Chesterton, IN
  • 05/2020 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 05/2020 → Present
    Capfinancial Securities Llc
    Raleigh, NC
Previous Registrations
  • 2008-05-14 → 2020-06-30
    Lakeside Wealth Management Group, Llc
    Chesterton, IN
Other Businesses

1. Name: VNA Hospice of Northwest Indiana, Investment-Related: No., Address: private residence, Nature: Non-Profit, Position/Title: Member Board of Directors Treasurer, Start: 09/13/2021, Hours/Month: 6, Hours during Market Hours: 0, Duties: attend meetings, review financials, assist with strategic direction 2. Name: Valparaiso Parks Foundation, Investment-Related: No, Address: 3210 Campbell St, Valparaiso, IN 46385, Nature: non-profit foundation, Position/Title: Volunteer, Board Member, President, Start: 02/14/22, Hours/Month: 6, Hours during Market Hours: 2, Duties: support infrastructure and programming of the Parks Department of the City of Valparaiso 3. Name: VerSchure Private Client, LLC, Address: 3100 Village Point, Ste 200, Chesterton, IN 46383, Not Investment Related, Nature: operating entity to support my activities as a financial advisor with CAPTRUST, Position/Title: Managing Member, Start: 01/01/2015, Hours/Month: 0, Hours during Market Hours: 0, Duties: N/A 4. Name: LWMG, LLC, Address: 3100 Village Point, Ste 200, Chesterton, IN 46383, Not Investment Related, Nature: Holding company for the entity of our prior firm and our CAPTRUST stock, Position/Title: Managing Member, Start: 05/02/2020, Hours/Month: 0, Hours during Market Hours: 0, Duties: N/A

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-24
  • S66 Uniform Combined State Law Examination
    2008-04-24
Other Names
  • Tim Verschure

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