Brian William Distler
Investment adviser representative at Lakeridge Wealth Management LLC
15 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
15 years in the industry.
- Private Client ServicesAug 2022 to now
- Lakeridge Wealth Management LLCJan 2022 to now
- Lakreridge Wealth Management LLCJul 2021 to now
- Nms Wealth Management;Jan 2011 to now
- Cetera Advisor Networks LLCJan 2013 to Aug 2022
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 4823861
- Firm CRD
- 314071