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RIA / WealthAdvisor23 years in industry

STEVEN PAUL STRADER

Advisor at LAKESHORE WEALTH MANAGEMENT LLC

LAKE LOTAWANA, MO

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Search this name across graphsid dfx:ria:f8541280-3bc5-fdbe-50ef-0b9fb1fc33a5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 18, 2003 to Sep 14, 2026

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

Current firm: LAKESHORE WEALTH MANAGEMENT LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 17, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Sep 17, 2003
First registration: Sep 18, 2003
Dual registered: no
IAPD individual key: 4681307

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LAKESHORE WEALTH MANAGEMENT LLC	State registered	Jul 9, 2024	n/a	yes	LAKE LOTAWANA, MO	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Aug 17, 2016	Jul 11, 2024	no	LEES SUMMIT, MO	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Mar 22, 2004	Aug 1, 2016	no	OVERLAND PARK, KS\|Leawood, KS	Previous registration
WADDELL & REED	Former SEC adviser	Sep 18, 2003	Mar 9, 2004	no	COLUMBIA, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	LAKESHORE WEALTH MANAGEMENT LLC	Jul 11, 2024	Jul 9, 2024	-2	Firm change	Ibd to state RIA
AMERIPRISE FINANCIAL SERVICES, LLC	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Aug 1, 2016	Aug 17, 2016	16	Firm change	Other
WADDELL & REED	AMERIPRISE FINANCIAL SERVICES, LLC	Mar 9, 2004	Mar 22, 2004	13	Firm change	Other

Relationships

Registered with (4)

→ LAKESHORE WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Jul 9, 2024 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Aug 17, 2016 to Jul 11, 2024factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Mar 22, 2004 to Aug 1, 2016factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Sep 18, 2003 to Mar 9, 2004factForm ADV

Dated events

Occurred
Jul 11, 2024
Advisor changed firm
Steven Paul Strader left Raymond James Financial Services Advisors, Inc for Lakeshore Wealth Management Llc (registered 2024-07-09)
Form ADVobserved 4 days ago