Miki Okamoto-swanson
Investment adviser representative at Lakeside Advisors Inc
20 yearsExperience
1 stateRegistered in
CFADesignation
$412.2MFirm assets
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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
20 years in the industry.
- Lakeside Advisors, Inc.Jul 2006 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (WA).
Lakeside Advisors Inc
$412.2MAssets managed
213Clients
3Advisers
42 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
- 5870077
- Firm CRD
- 104540