Location: Chesterton, IN
Broker-Dealer: Cetera – First Allied Securities
Custodians: Pershing Advisor Solutions and TD Ameritrade
Top Executive: Mark Chamberlain, CEO
Lakeside Wealth Management of Chesterton, IN focuses its support by donating time and talent, encouraging employees to take a hands-on approach to giving back. This is evident by the number of hours employees volunteered last year, each averaging nearly 100 hours of service. That’s over 3,000 hours total!
Lakeside makes it easy for its employees to find volunteer opportunities through a dedicated staff member who coordinates all philanthropic events and manages charitable donations. In its last fiscal year, Lakeside participated in more than 50 local charity events and donated a total of $128,000. The firm also donates non-financial resources, such as offering the use of its meeting rooms to area-nonprofits and serving others through pro bono financial expertise.