Michael Ernest Banks
Investment adviser representative at Lakeridge Wealth Management LLC
19 yearsExperience
1 stateRegistered in
$805.4MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Lakeridge Wealth Management LLCAug 2021 to now
- Cetera Wealth Services, LLCJan 2013 to now
- Financial Network Investment CorporationJan 2013 to now
- Mba Financial Services, LLCJan 2007 to now
- Flandermeyer Financial LLCApr 2019 to Mar 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (CO).
Lakeridge Wealth Management LLC
$805.4MAssets managed
1,139Clients
12Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1446951
- Firm CRD
- 314071