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Alexander Felix Arellano

Investment adviser representative at Lakeshore Capital Group, Inc.
11 yearsExperience
1 stateRegistered in
$181.5MFirm assets
3 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 assetsFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Lakeshore Capital Group, Inc.Oct 2025 to now
  2. Lakeshore Tax Consulting Group, Inc.Oct 2025 to now
  3. Clean Slate Bookkeeping and TaxJan 2024 to Oct 2025
  4. Commonwealth Financial NetworkOct 2022 to Dec 2023
  5. i FinancialOct 2022 to Dec 2023
  6. Sagepoint Financial, Inc.Feb 2022 to Oct 2022
  7. Gohealth IncMay 2021 to Nov 2021
  8. Pioneer Works Inc.Mar 2021 to May 2021
  9. UnemployedFeb 2021 to Feb 2021
  10. Lendflow, Inc.Dec 2020 to Dec 2020
  11. University of Texas At Austin (data Analytics Bootcamp)Jul 2020 to Jan 2021
  12. UnemployedJun 2020 to Jul 2020
  13. Guideline, Inc.Oct 2019 to May 2020
  14. UnemployedJul 2019 to Sep 2019
  15. Lyft/uberMay 2019 to Jun 2019
  16. Alex Arellano Consulting (self-employed)Dec 2018 to Apr 2019
  17. Acatus GmbhJul 2018 to Nov 2018
  18. UnemployedJun 2018 to Jun 2018
  19. Crosslend GmbhFeb 2018 to May 2018
  20. Berlin Volkshochschule & Speakeasy Berlin GmbhSep 2017 to Jan 2018
  21. Alex Arellano Consulting (self-employed)Jul 2017 to Sep 2017
  22. Alex Arellano Consulting (self-employed)Oct 2016 to Jun 2017
  23. Arellano Ltda.Oct 2015 to Jan 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 65 · Uniform Investment Adviser Law2006
  • Series 66 · Uniform Combined State Law2022

State registrations

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

Lakeshore Capital Group, Inc.

$181.5MAssets managed
230Clients
3Advisers
3 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
2765640
Firm CRD
325609
Advisor's SEC record (opens in a new tab)
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