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LAKESHORE FINANCIAL PLANNING INC.

SAINT CLAIR SHORES, MI · CRD 299129 · IAPD ↗ · lakeshorefinancialplanning.com · 586-498-0788

$469.3MRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — LAKESHORE FINANCIAL PLANNING INC. notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.