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Catherine Elizabeth Lannan

Lakewood Asset Management, LLC

Chicago, IL

Naperville, IL

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Current Employers
Lakewood Asset Management, Llc

225 W Jefferson Avenue, Suite 102, Naperville, IL 60540 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-07-17
IL RA APPROVED 2023-07-14
LA RA APPROVED 2023-07-14
  • NE RA
    APPROVED
    Since 2023-07-17
  • IL RA
    APPROVED
    Since 2023-07-14
  • LA RA
    APPROVED
    Since 2023-07-14

Branch Locations

332 S Michigan Ave Suite 9069, Chicago, IL 60604 • United States

225 W Jefferson Avenue, Suite 102, Naperville, IL 60540 • 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
Charles Schwab & Co., Inc. Austin TX 10/2021 04/2023
Kohl's Corporation Milwaukee WI 08/2020 10/2021
Lowell Center At Uw-Madison Madison WI 10/2019 05/2020
Kohl's Corporation Milwaukee WI 05/2019 08/2019
Core-Rx Communications Oak Brook IL 06/2018 08/2018
Uw-Madison Office Of Human Resources Madison WI 09/2017 05/2018
University Of Wisconsin-Madison Madison WI 08/2016 05/2020
J. Crew Oak Brook IL 07/2018 01/2019
University Of Wisconsin - Madison Union South Kiosks Madison WI 02/2017 05/2017
Lakewood Asset Management Chicago IL 05/2023 Present
  • 10/2021 → 04/2023
    Charles Schwab & Co., Inc.
    Austin, TX
  • 08/2020 → 10/2021
    Kohl's Corporation
    Milwaukee, WI
  • 10/2019 → 05/2020
    Lowell Center At Uw-Madison
    Madison, WI
  • 05/2019 → 08/2019
    Kohl's Corporation
    Milwaukee, WI
  • 06/2018 → 08/2018
    Core-Rx Communications
    Oak Brook, IL
  • 09/2017 → 05/2018
    Uw-Madison Office Of Human Resources
    Madison, WI
  • 08/2016 → 05/2020
    University Of Wisconsin-Madison
    Madison, WI
  • 07/2018 → 01/2019
    J. Crew
    Oak Brook, IL
  • 02/2017 → 05/2017
    University Of Wisconsin - Madison Union South Kiosks
    Madison, WI
  • 05/2023 → Present
    Lakewood Asset Management
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-14
S63 Uniform Securities Agent State Law Examination 2022-06-01
  • S65 Uniform Investment Adviser Law Examination
    2023-07-14
  • S63 Uniform Securities Agent State Law Examination
    2022-06-01
Other Names
  • Catherine Lannan

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