Michael Joseph Lannan
Investment adviser representative at Lakewood Asset Management, LLC
20 yearsExperience
3 statesRegistered in
CFADesignation
$248.7MFirm assets
Are you Michael Joseph Lannan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Lakewood Asset Management, LLCFeb 2018 to now
- Securus Investment Management, LLCJun 2006 to Aug 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (IL, LA, NE).
Lakewood Asset Management, LLC
$248.7MAssets managed
156Clients
4Advisers
8 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
- 2028037
- Firm CRD
- 174887