Skip to content

Richard Louis Lakin

Investment adviser representative at Iron Financial LLC
39 yearsExperience
1 stateRegistered in
$489.2MFirm assets
32 yearsFirm in business

Are you Richard Louis Lakin? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

39 years in the industry.

  1. Iron Financial LLCNov 2001 to now
  2. Iron Financial ManagementJun 1998 to now
  3. Self -employedDec 1987 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law1996

State registrations

Registered as an investment adviser representative in 1 state (IL).

Iron Financial LLC

$489.2MAssets managed
246Clients
4Advisers
32 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
2337398
Firm CRD
106682
Advisor's SEC record (opens in a new tab)
CallContact this firm