LAKEWOOD FINANCIAL PLANNING, INC.
CRD #129719 SEC #801-63253 BRENTWOOD, TN 615-324-1220
SEC Registered
Total AUM
$550K
Discretionary
$550K
Employees
5
Clients
0
Accounts
3
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- JANUARY
- Registration Date
- --
- Latest Filing
- Jun 10, 2004
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARNACK, ROBERT, SCOTT | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Jun 10, 2004 REGISTERED
Notice Filings (2)
LA TN
Address
105 WESTPARK DRIVE, SUITE 420BRENTWOOD, TN 37027
USA
Phone: 615-324-1220