Dalton Cobb Herrin
Investment adviser representative at Lakeridge Wealth Management LLC
13 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
13 years in the industry.
- Lakeridge Wealth Management LLCJan 2022 to now
- Rocky Mountain ConservancySep 2020 to Feb 2023
- Dalton Herrin Sole ProprietorMar 2019 to Apr 2022
- Mba Financial Services LLCSep 2017 to Feb 2019
- Stone Pine AccountingMay 2017 to Aug 2017
- University of ColoradoAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NM).
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
- 6397188
- Firm CRD
- 314071