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Alexander Farnum Lippitt

Lakewood Financial Group, LLC

Evanston, IL

CRD 7610217

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Employer firm

Lakewood Financial Group, LLC CRD 339568

$81.1M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Lakewood Financial Group, Llc

Tafton, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-01-15
  • PA RA
    APPROVED
    Since 2026-01-15

Branch Locations

Evanston, IL • 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
Northeast Financial Group, Inc. Allentown PA 08/2022 Present
University Of Chicago Chicago IL 07/2020 12/2021
Transamerica/Aegon Asset Management Balitmore MD 07/2013 05/2020
Unemployed Chicago IL 01/2022 07/2022
Lakewood Financial Group, Llc Tafton PA 01/2026 Present
Previous Registrations
Designations
  • Chartered Financial Analyst
Other Names
  • Alexander Farnum Lippitt

View on SEC IAPD

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