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Miki Okamoto-Swanson

Lakeside Advisors Inc

Seattle, WA

CRD 5870077

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Employer firm

Lakeside Advisors Inc CRD 104540

$412M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Lakeside Advisors Inc

1115 East Denny Way, Seattle, WA 98122-2427 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2012-05-24
  • WA RA
    APPROVED
    Since 2012-05-24

Branch Locations

1115 East Denny Way, Seattle, WA 98122-2427 • 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
Lakeside Advisors, Inc. Seattle WA 07/2006 Present
Designations
  • Chartered Financial Analyst
Other Names
  • Miki Okamoto

View on SEC IAPD

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