Lakeside Wealth Management Group
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Lakeside Wealth Management Group Employees
Employee
Years
Job
Industry
Jennifer Fultz Jennifer Fultz's Lakeside Wealth Management Group Experience September 2012 - Present
Job Compliance Coordinator at Lakeside Wealth Management
Industry Financial Services
Experience
Lakeside Wealth Management Group September 2012 - Present
Portage Child Care Center May 2011 - June 2012
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Organizational..., OneNote, Lync, Human Resources, Teamwork
Education
Purdue University North Central 2012 — 2015
Bachelor's Degree, Human Resources
Purdue University North Central 2012 — 2014
Associate's Degree, Organizational Leadership and Supervision with an emphasis in Human Resources
Lakeside Wealth Management Group September 2012 - Present
Portage Child Care Center May 2011 - June 2012
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Organizational..., OneNote, Lync, Human Resources, Teamwork
Education
Purdue University North Central 2012 — 2015
Bachelor's Degree, Human Resources
Purdue University North Central 2012 — 2014
Associate's Degree, Organizational Leadership and Supervision with an emphasis in Human Resources
Kelly Shikany,CFP®, CDFA™ Kelly Shikany,CFP®, CDFA™'s Lakeside Wealth Management Group Experience November 2014 - Present
Job Financial Advisor at Lakeside Wealth Management
Industry Financial Services
Experience
Lakeside Wealth Management Group November 2014 - Present
Vogelsang Asset Management September 2009 - November 2014
Harbour Trust & Investment Management Company January 2005 - January 2008
Harbour Trust & Investment Management Company January 2000 - January 2008
Northern Trust September 1986 - September 1993
Education
Indiana University Bloomington 1982 — 1986
B.S., Kelley School of Business
Indiana University Bloomington
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Lakeside Wealth Management Group November 2014 - Present
Vogelsang Asset Management September 2009 - November 2014
Harbour Trust & Investment Management Company January 2005 - January 2008
Harbour Trust & Investment Management Company January 2000 - January 2008
Northern Trust September 1986 - September 1993
Education
Indiana University Bloomington 1982 — 1986
B.S., Kelley School of Business
Indiana University Bloomington
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Kelley Weisenbacher's Lakeside Wealth Management Group Experience September 2005 - Present
Job Operations Coordinator Retirement Plan Division at Lakeside Wealth Management Group
Industry Financial Services
Experience
Lakeside Wealth Management Group September 2005 - Present
Midwest Telecom of America, Inc. January 2005 - September 2005
Lee Hecht Harrison February 2004 - January 2005
Skills
Microsoft Excel, Microsoft Word, OneNote, CRM, Adobe Acrobat, PowerPoint, QuickBooks, Customer Service
Education
Indiana University Bloomington 1999 — 2003
Bachelor of Arts (BA), Theatre/Theater
Lakeside Wealth Management Group September 2005 - Present
Midwest Telecom of America, Inc. January 2005 - September 2005
Lee Hecht Harrison February 2004 - January 2005
Skills
Microsoft Excel, Microsoft Word, OneNote, CRM, Adobe Acrobat, PowerPoint, QuickBooks, Customer Service
Education
Indiana University Bloomington 1999 — 2003
Bachelor of Arts (BA), Theatre/Theater
Lauren Dekker's Lakeside Wealth Management Group Experience May 2014 - July 2014
Job Student at Indiana University Kelley School of Business
Industry Marketing and Advertising
Experience
Dekker Vacuum Technologies, Inc. July 2014 - August 2014
Lakeside Wealth Management Group May 2014 - July 2014
Michiana Humane Society & SPCA 2012 - 2013
Pleasant Heights Stables 2009 - 2013
La Lumiere School 2009 - 2013
Dekker Vacuum Technologies, Inc. June 2012 - July 2012
Skills
Leadership, Dedication to work, Time Management, Social Networking, People Skills, Management, Organization, Personal Responsibility, Keen Listener, Determination, Spanish, Event Planning, Loyal, Delegation, Equestrian, Communication, Genuine, Consistency, Consideration, Precise, Microsoft Excel, Solution Implementation, Quantitative Analytics, Influence Others, Dependable Team Player
Education
Indiana University - Kelley School of Business 2013 — 2017
Bachelor of Science (B.S.), Marketing
Indiana University - Kelley School of Business 2013 — 2017
Bachelor of Science (B.S.), Sales, Distribution, and Marketing Operations, General
Indiana University - Kelley School of Business 2013 — 2017
Bachelor of Science (B.S.), Business Administration and Management, General
La Lumiere College Preparatory School 2009 — 2013
Dekker Vacuum Technologies, Inc. July 2014 - August 2014
Lakeside Wealth Management Group May 2014 - July 2014
Michiana Humane Society & SPCA 2012 - 2013
Pleasant Heights Stables 2009 - 2013
La Lumiere School 2009 - 2013
Dekker Vacuum Technologies, Inc. June 2012 - July 2012
Skills
Leadership, Dedication to work, Time Management, Social Networking, People Skills, Management, Organization, Personal Responsibility, Keen Listener, Determination, Spanish, Event Planning, Loyal, Delegation, Equestrian, Communication, Genuine, Consistency, Consideration, Precise, Microsoft Excel, Solution Implementation, Quantitative Analytics, Influence Others, Dependable Team Player
Education
Indiana University - Kelley School of Business 2013 — 2017
Bachelor of Science (B.S.), Marketing
Indiana University - Kelley School of Business 2013 — 2017
Bachelor of Science (B.S.), Sales, Distribution, and Marketing Operations, General
Indiana University - Kelley School of Business 2013 — 2017
Bachelor of Science (B.S.), Business Administration and Management, General
La Lumiere College Preparatory School 2009 — 2013
Jocelyn Hibshman,COO's Lakeside Wealth Management Group Experience October 2004 - Present
Job COO/CCO, LongTerm Care Planning Specialist
Industry Financial Services
Experience
Lakeside Wealth Management Group, LLC February 2004 - Present
Lakeside Wealth Management October 2004 - Present
Lakeside Wealth Management Group October 2004 - Present
Education
Purdue University 1989 — 1994
BA
Lakeside Wealth Management Group, LLC February 2004 - Present
Lakeside Wealth Management October 2004 - Present
Lakeside Wealth Management Group October 2004 - Present
Education
Purdue University 1989 — 1994
BA
Aaron Adcock Aaron Adcock's Lakeside Wealth Management Group Experience January 2012 - Present
Job Director of Wealth Management Division at Lakeside Wealth Management
Industry Financial Services
Experience
Lakeside Wealth Management Group January 2012 - Present
Charles Schwab February 2005 - March 2011
Morgan Stanley 2004 - 2005
Education
Purdue University-North Central Campus
Bachelors, Business
Lakeside Wealth Management Group January 2012 - Present
Charles Schwab February 2005 - March 2011
Morgan Stanley 2004 - 2005
Education
Purdue University-North Central Campus
Bachelors, Business
Christopher Frain CWS® Christopher Frain CWS®'s Lakeside Wealth Management Group Experience August 2013 - Present
Job Financial Advisor at Lakeside Wealth Management
Industry Financial Services
Experience
Lakeside Wealth Management Group August 2013 - Present
Ameriprise Financial Services, Inc. May 2012 - August 2013
Skills
Finance, Financial Planning, Retirement Planning, Pension Funds, Wealth Management, Qualified Retirement...
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Lakeside Wealth Management Group August 2013 - Present
Ameriprise Financial Services, Inc. May 2012 - August 2013
Skills
Finance, Financial Planning, Retirement Planning, Pension Funds, Wealth Management, Qualified Retirement...
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Valerie Rhein's Lakeside Wealth Management Group Experience May 2009 - January 2013
Job Executive Assistant at Farrall Wealth
Industry Financial Services
Experience
Farrall Wealth January 2013 - Present
Lakeside Wealth Management Group May 2009 - January 2013
Skadden, Arps, Slate, Meagher & Flom LLC August 2006 - May 2009
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates November 1998 - August 2006
Skills
Outlook, Word, Excel, Microsoft Office, Event Planning, Administrative Support, Typing, Writing, Quickbooks, Scheduling, Billing, Time Management, Microsoft Excel, Microsoft Word, QuickBooks, Payroll, Wealth Management, Supervisory Skills, Administrative...
Education
Purdue University-North Central Campus
Bachelor of Science, Occupational Leadership Supervision
Farrall Wealth January 2013 - Present
Lakeside Wealth Management Group May 2009 - January 2013
Skadden, Arps, Slate, Meagher & Flom LLC August 2006 - May 2009
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates November 1998 - August 2006
Skills
Outlook, Word, Excel, Microsoft Office, Event Planning, Administrative Support, Typing, Writing, Quickbooks, Scheduling, Billing, Time Management, Microsoft Excel, Microsoft Word, QuickBooks, Payroll, Wealth Management, Supervisory Skills, Administrative...
Education
Purdue University-North Central Campus
Bachelor of Science, Occupational Leadership Supervision
David Whitfield's Lakeside Wealth Management Group Experience November 2012 - February 2015
Job Financial Advisor at TransAmerica Financial Advisors
Industry Financial Services
Experience
TransAmerica Financial Advisors March 2015 - Present
Lakeside Wealth Management Group November 2012 - February 2015
Skills
Retirement, Retirement Planning, Life Insurance, Long-term Care, Estate Planning, Term Life Insurance, Business Planning, Disability Insurance, Series 6, 401k, Fixed Annuities, Mortgage Lending, Portfolio Management, Underwriting, Long Term Care Insurance, Sales, Insurance, Investments, Financial Analysis, Series 63, Property & Casualty..., Employee Benefits, Small Business, Risk Management, IRAs, Wealth Management, Strategic Financial..., Finance, Asset Management, Mutual Funds, Investment Advisory, Health Insurance, Credit, Financial Services, Business, General Insurance, Banking, Fixed Income, Loans, Asset Allocation, Financial Risk, Relationship Management, Financial Planners, Wealth, Brokerage, Commercial Insurance, Financial Advisory, Universal Life, Roth IRA, Wealth Accumulation
Education
Butler University - College of Business Administration 1986 — 1990
Finance
TransAmerica Financial Advisors March 2015 - Present
Lakeside Wealth Management Group November 2012 - February 2015
Skills
Retirement, Retirement Planning, Life Insurance, Long-term Care, Estate Planning, Term Life Insurance, Business Planning, Disability Insurance, Series 6, 401k, Fixed Annuities, Mortgage Lending, Portfolio Management, Underwriting, Long Term Care Insurance, Sales, Insurance, Investments, Financial Analysis, Series 63, Property & Casualty..., Employee Benefits, Small Business, Risk Management, IRAs, Wealth Management, Strategic Financial..., Finance, Asset Management, Mutual Funds, Investment Advisory, Health Insurance, Credit, Financial Services, Business, General Insurance, Banking, Fixed Income, Loans, Asset Allocation, Financial Risk, Relationship Management, Financial Planners, Wealth, Brokerage, Commercial Insurance, Financial Advisory, Universal Life, Roth IRA, Wealth Accumulation
Education
Butler University - College of Business Administration 1986 — 1990
Finance
Cody Mang's Lakeside Wealth Management Group Experience June 2012 - Present
Job Hypophetes (Chaplain) at Tau Kappa Epsilon, Upsilon Iota
Industry Financial Services
Experience
Tau Kappa Epsilon, Upsilon Iota December 2012 - Present
Lakeside Wealth Management Group June 2012 - Present
Burns Harbor Park Department May 2009 - September 2011
Education
Indiana University-Purdue University at Indianapolis 2012 — 2016
Bachelor's Degree, International Economics, 3.0/4.0
Chesterton High School 2008 — 2012
Tau Kappa Epsilon, Upsilon Iota December 2012 - Present
Lakeside Wealth Management Group June 2012 - Present
Burns Harbor Park Department May 2009 - September 2011
Education
Indiana University-Purdue University at Indianapolis 2012 — 2016
Bachelor's Degree, International Economics, 3.0/4.0
Chesterton High School 2008 — 2012