Michael Joseph Lannan

Employer firm

Lakewood Asset Management, LLC CRD 174887

$249M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/2006 → 08/2018
  Securus Investment Management, Llc
  La Grange, IL
• 02/2018 → Present
  Lakewood Asset Management, Llc
  Naperville, IL

Previous Registrations

• 2006-06-19 → 2018-08-08
  Securus Investment Management, Llc
  Lagrange, IL
  Lagrange, IL

Other Businesses

1. Serves on the investment committee for a not-for-profit, family foundation. 1 of 5 members. Does not have discretion or sole authority to make investment decisions. He receives compensation for this activity and spends approximately 10 hours each month in his role. 2. Co-Trustee of a family member trust. Receives no compensation. Spends 2.5 hours each month in his role. 3. Serves as a volunteer for LaGrange Police Pension Board. Assists with portfolio strategies and relevant statutes. Receives no compensation. Spends 2.5 hours each month in his role.

Designations

• Chartered Financial Analyst

Other Names

• Michael Lannan