LSIA Wealth Management Employee Directory

Financial ServicesMichigan, United States2-10 Employees

We’re redefining the wealth management experience and what Comprehensive, Customization, Transparency, and Value means for you.  For years, investment firms and banks have spent billions of dollars marketing these concepts, yet if you are like most, you’ve likely had a completely different experience. Overpromising and underdelivering. That way did not work for us, so we set out to change it.  

Click the "+ Follow" button above and follow us on LinkedIn to learn how a redefined wealth management experience can benefit you.

LSIA Social Media Disclosure: https://my-lsia.com/social-media-at-lsia/

Find LSIA Wealth Management employees' phone numbers or email addresses

LSIA Wealth Management Global Highlights

Location
Employees

North America
17

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  • United States Of America
    16
  • Canada
    1

LSIA Wealth Management's Leadership

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    D. K.
    Owner & President
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    M. S.
    Owner
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    K. H.
    Owner & Chief Business Officer
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    J. K.
    Owner, Chief Operations Officer & Chief Compliance Officer
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    M. W.
    General Counsel, Secretary And Chief Compliance Officer
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    M. S. C. C.
    Owner & Chief Investment Officer
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    B. M.
    Operations Manager
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    D. B.
    Trade & Settlement Manager
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LSIA Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Business Development
  • Legal
  • Accounting
  • Other

Contact profiles from LSIA Wealth Management

Name
Title
Contact Info
Location
Last Update
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    B. S.
    Wealth Advisor
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    United StatesWisconsin
    Nov 10, 2025
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    M. W.
    Wealth Advisor & Financial Advocate For Divorced Women
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    United StatesWisconsin
    Mar 27, 2025

Frequently Asked Questions

What is LSIA Wealth Management known for?

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LSIA Wealth Management was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 39533 Woodward Avenue Suite 307 Bloomfield Hills, Michigan 48304 United States. Explore LSIA Wealth Management's company overview page for more information.

What is LSIA Wealth Management's most common email format?

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LSIA Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more LSIA Wealth Management email formats with LeadIQ.

How many employees does LSIA Wealth Management have currently?

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LSIA Wealth Management has approximately 9 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are LSIA Wealth Management's key employees and leadership?

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As of February 2026, LSIA Wealth Management's key employees include:

  • Owner & President: D. K.
  • Owner: M. S.
  • Owner & Chief Business Officer: K. H.
  • Owner, Chief Operations Officer & Chief Compliance Officer: J. K.
  • General Counsel, Secretary And Chief Compliance Officer: M. W.

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