Catherine Elizabeth Lannan
Investment adviser representative at Lakewood Asset Management, LLC
10 yearsExperience
3 statesRegistered in
$248.7MFirm assets
8 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
10 years in the industry.
- Lakewood Asset Management, LLCMay 2023 to now
- Charles Schwab & Co., Inc.Oct 2021 to Apr 2023
- Kohl's CorporationAug 2020 to Oct 2021
- Lowell Center At Uw-madisonOct 2019 to May 2020
- Kohl's CorporationMay 2019 to Aug 2019
- J. CrewJul 2018 to Jan 2019
- Core-rx CommunicationsJun 2018 to Aug 2018
- Uw-madison Office of Human ResourcesSep 2017 to May 2018
- University of Wisconsin - Madison Union South KiosksFeb 2017 to May 2017
- University of Wisconsin-madisonAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (IL, LA, NE).
Lakewood Asset Management, LLC
$248.7MAssets managed
156Clients
4Advisers
8 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
- 7459604
- Firm CRD
- 174887