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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

LSIA

LS INVESTMENT ADVISORS, LLC, CRD 146829

BLOOMFIELD HILLS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b5ce38b8-47b8-9a9b-de97-04972e213540

Data as of Jun 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 5
On other graphs: 0
Observed: Mar 28, 2012 to Jun 3, 2026
45 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.81 fund_share=0.0 institutional_share=0.14 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $932MItem 5.F on the latest filing (2026-06-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $932M
Private client RAUM: $759MderivedItem 5.D individuals plus high net worth individuals
Private client share: 81%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $233Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 4
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 432
Individual clients: 41
High net worth clients: 131
SEC number: 801-69340
CIK: 1455845
CRD: 146829
Filings on the tape: 45
First filed: Mar 28, 2012
Latest filed: Jun 3, 2026
Organised: Limited Liability Company, MI
Website: mylsiawealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MARK ANDREW SHANK	Chartered Financial Analyst	Milwaukee, WI \| MILWAUKEE, WI	18	29	2	no
DANIEL JOSEPH KOSTAROFF	Certified Financial Planner\|Chartered Financial Analyst	BLOOMFIELD HILLS, MI	16	17	n/a	no
Brian Andrew Shank	n/a	Milwaukee, WI	4	10	2	no
MARTHA ANN WURZBURGER	n/a	Milwaukee, WI	4	25	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HOLLISTER, KRISTINE, MICHELE	EXECUTIVE COMMITTEE MEMBER, CHIEF BUSINESS OFFICER, OWNER	B	yes	09/2021	Jun 3, 2026	Jun 3, 2026
KAYSER, JOANN, LYNN	EXECUTIVE COMMITTEE MEMBER, CHIEF COMPLIANCE OFFICER, COO, OWNER	B	yes	06/2022	Jun 3, 2026	Jun 3, 2026
KOSTAROFF, DANIEL, JOSEPH	EXECUTIVE COMMITTEE MEMBER, PRESIDENT, OWNER	B	yes	10/2021	Jun 3, 2026	Jun 3, 2026
SHANK, MARK, ANDREW	EXECUTIVE COMMITTEE MEMBER, OWNER	C	yes	02/2008	Jun 3, 2026	Jun 3, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Milwaukee	Wi	United States	4	no
CORAL SPRINGS	FL	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 26, 2026	$932M	$932M	10	4	2	n/a	n/a
2024	Apr 30, 2025	$916M	$916M	10	4	2	n/a	n/a
2023	Mar 4, 2024	$803M	$803M	12	5	2	n/a	n/a
2022	Mar 15, 2023	$736M	$736M	12	5	2	n/a	n/a
2021	Mar 31, 2022	$913M	$913M	10	4	2	n/a	n/a
2020	Mar 31, 2021	$6.4B	$6.4B	15	10	3	n/a	n/a
2019	Mar 30, 2020	$6.0B	$6.0B	14	9	3	n/a	n/a
2018	Mar 29, 2019	$5.2B	$5.2B	14	9	4	n/a	n/a
2017	Mar 30, 2018	$5.6B	$5.6B	13	9	3	n/a	n/a
2016	Mar 30, 2017	$3.6B	$3.6B	13	9	n/a	n/a	n/a
2015	Mar 30, 2016	$3.3B	$3.3B	13	9	n/a	n/a	n/a
2014	Mar 20, 2015	$3.1B	$3.1B	12	9	n/a	n/a	n/a
2013	Mar 26, 2014	$1.9B	$1.8B	11	8	n/a	n/a	n/a
2012	Mar 28, 2013	$1.3B	$1.2B	11	8	n/a	n/a	n/a
2011	Mar 28, 2012	$1.0B	$930M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$932M	$916M	1.8%	$736M	8.2%	10	10	2	2

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
YOUSIF CAPITAL MANAGEMENT, LLC	2	Apr 1, 2021	Apr 6, 2021	BLOOMFIELD HILLS, MI	Team lift out	Other	40.0%

Relationships

Registered with (7)

← MARTHA ANN WURZBURGERAdvisorregistration: current employment
May 5, 2022 to presentfactForm ADV
← Brian Andrew ShankAdvisorregistration: current employment
Oct 3, 2021 to presentfactForm ADV
← DANIEL JOSEPH KOSTAROFFAdvisorregistration: current employment
Jul 2, 2010 to presentfactForm ADV
← MARK ANDREW SHANKAdvisorregistration: current employment
Jul 11, 2008 to presentfactForm ADV
← KAREN LYNN MCCLINTOCKAdvisorregistration: previous registration
Jul 11, 2008 to Oct 6, 2021factForm ADV
← KEVIN KHAIRI YOUSIFAdvisorregistration: previous registration
Jun 23, 2011 to Apr 1, 2021factForm ADV
← DAVID JAMES JONESAdvisorregistration: previous registration
Nov 19, 2014 to Apr 1, 2021factForm ADV

Controls (4)

← SHANK, MARK, ANDREWOwnerEXECUTIVE COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER, OWNER, ownership code C, individual
Mar 28, 2012 to Aug 27, 2024factForm ADV
← HOLLISTER, KRISTINE, MICHELEOwnerEXECUTIVE COMMITTEE MEMBER, CHIEF BUSINESS OFFICER, OWNER, ownership code B, individual
Mar 28, 2012 to Aug 27, 2024factForm ADV
← KAYSER, JOANN, LYNNOwnerEXECUTIVE COMMITTEE MEMBER, CHIEF COMPLIANCE OFFICER, COO, OWNER, ownership code B, individual
Mar 28, 2012 to Aug 27, 2024factForm ADV
← KOSTAROFF, DANIEL, JOSEPHOwnerEXECUTIVE COMMITTEE MEMBER, PRESIDENT, OWNER, ownership code B, individual
Mar 28, 2012 to Aug 27, 2024factForm ADV

Moved with (1)

→ YOUSIF CAPITAL MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Apr 1, 2021 to Apr 6, 2021factForm ADV

Dated events

Occurred
Mar 15, 2023
Control person left
Edwin Jay Van Cleave (Executive Committee Member/Wealth Advisor) no longer on Schedule A of Lsia (listed 2022-10-20, absent 2023-03-15)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2022
Control person left
Lynn Karen Mcclintock (Former Employee) no longer on Schedule A of Lsia (listed 2021-12-09, absent 2022-03-31)
Form ADVobserved 5 days ago
Occurred
May 7, 2021
Regulatory AUM changed
Lsia reported RAUM $1.0B, down 84% from $6.4B (2021-03-31 to 2021-05-07)
Form ADVobserved 5 days ago
$-5.4B
Occurred
Nov 23, 2020
Control person left
Francis William Camp (Retired) no longer on Schedule A of Lsia (listed 2020-06-22, absent 2020-11-23)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2018
Regulatory AUM changed
Lsia reported RAUM $5.6B, up 57% from $3.6B (2017-03-30 to 2018-03-30)
Form ADVobserved 5 days ago
$2.0B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b5ce38b8-47b8-9a9b-de97-04972e213540
First observed: Mar 28, 2012
Last observed: Jun 3, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LSIA

LS INVESTMENT ADVISORS, LLC, CRD 146829

BLOOMFIELD HILLS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b5ce38b8-47b8-9a9b-de97-04972e213540

Data as of Jun 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:50 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARK ANDREW SHANK

Chartered Financial Analyst

Milwaukee, WI | MILWAUKEE, WI

DANIEL JOSEPH KOSTAROFF

Certified Financial Planner|Chartered Financial Analyst

BLOOMFIELD HILLS, MI

n/a

Brian Andrew Shank

n/a

Milwaukee, WI

MARTHA ANN WURZBURGER

n/a

Milwaukee, WI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HOLLISTER, KRISTINE, MICHELE

EXECUTIVE COMMITTEE MEMBER, CHIEF BUSINESS OFFICER, OWNER

yes

09/2021

Jun 3, 2026

KAYSER, JOANN, LYNN

EXECUTIVE COMMITTEE MEMBER, CHIEF COMPLIANCE OFFICER, COO, OWNER

yes

06/2022

Jun 3, 2026

KOSTAROFF, DANIEL, JOSEPH

EXECUTIVE COMMITTEE MEMBER, PRESIDENT, OWNER

yes

10/2021

Jun 3, 2026

SHANK, MARK, ANDREW

EXECUTIVE COMMITTEE MEMBER, OWNER

yes

02/2008

Jun 3, 2026

City

State

Country

Employees

Also broker-dealer

Milwaukee

United States

CORAL SPRINGS

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 26, 2026

$932M

n/a

2024

Apr 30, 2025

$916M

n/a

2023

Mar 4, 2024

$803M

n/a

2022

Mar 15, 2023

$736M

n/a

2021

Mar 31, 2022

$913M

n/a

2020

Mar 31, 2021

$6.4B

n/a

2019

Mar 30, 2020

$6.0B

n/a

2018

Mar 29, 2019

$5.2B

n/a

2017

Mar 30, 2018

$5.6B

n/a

2016

Mar 30, 2017

$3.6B

n/a

2015

Mar 30, 2016

$3.3B

n/a

2014

Mar 20, 2015

$3.1B

n/a

2013

Mar 26, 2014

$1.9B

$1.8B

n/a

2012

Mar 28, 2013

$1.3B

$1.2B

n/a

2011

Mar 28, 2012

$1.0B

$930M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$932M

$916M

1.8%

$736M

8.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

YOUSIF CAPITAL MANAGEMENT, LLC

Apr 1, 2021

Apr 6, 2021

BLOOMFIELD HILLS, MI

Team lift out

Other

40.0%