LAKESHORE FINANCIAL PLANNING INC.
CRD #299129 SEC #801-114302 SAINT CLAIR SHORES, MI 586-498-0788
SEC Registered
Total AUM
$403.6M
Discretionary
$403.6M
Employees
6
Clients
--
Accounts
1,290
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 11, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAVENPORT, RICHARD, JOHN | I | VICE PRESIDENT | NA | Control |
| DAVENPORT, RICHARD, JOHN | I | VICE PRESIDENT | NA | Control |
| DAVENPORT, RICHARD, JOHN | I | VICE PRESIDENT | NA | Control |
| DAVENPORT, RICHARD, JOHN | I | VICE PRESIDENT | NA | Control |
| DAVENPORT, RICHARD, JOHN | I | VICE PRESIDENT | NA | Control |
| DAVENPORT, RICHARD, JOHN | I | VICE PRESIDENT | NA | Control |
| DAVENPORT, RICHARD, JOHN | I | VICE PRESIDENT | NA | Control |
| DAVENPORT, RICHARD, JOHN | I | VICE PRESIDENT | NA | Control |
| DAVENPORT, RICHARD, JOHN | I | VICE PRESIDENT | NA | Control |
| DAVENPORT, RICHARD, JOHN | I | VICE PRESIDENT | NA | Control |
| JOHNSON, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RANGSTROM, SARAH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RANGSTROM, SARAH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRAYTON, JEFFREY, FRANCIS | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| BRAYTON, JEFFREY, FRANCIS | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| BRAYTON, JEFFREY, FRANCIS | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| BRAYTON, JEFFREY, FRANCIS | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| BRAYTON, JEFFREY, FRANCIS | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| BRAYTON, JEFFREY, FRANCIS | I | PRESIDENT | E | Control |
| BRAYTON, JEFFREY, FRANCIS | I | PRESIDENT | E | Control |
| BRAYTON, JEFFREY, FRANCIS | I | PRESIDENT | E | Control |
| BRAYTON, JEFFREY, FRANCIS | I | PRESIDENT | E | Control |
| BRAYTON, JEFFREY, FRANCIS | I | PRESIDENT | E | Control |
| BRAYTON, JEFFREY, FRANCIS | I | PRESIDENT | E | Control |
| BRAYTON, JEFFREY, FRANCIS | I | PRESIDENT | E | Control |
| BRAYTON, JEFFREY, FRANCIS | I | PRESIDENT | E | Control |
| BRAYTON, JEFFREY, FRANCIS | I | PRESIDENT | E | Control |
| BRAYTON, JEFFREY, FRANCIS | I | PRESIDENT | E | Control |
| BRAYTON, JEFFREY, FRANCIS | I | PRESIDENT | E | Control |
| BRAYTON, JEFFREY, FRANCIS | I | PRESIDENT | E | Control |
| BRAYTON, JEFFREY, FRANCIS | I | PRESIDENT | E | Control |
| BRAYTON, JEFFREY, FRANCIS | I | PRESIDENT | E | Control |
| ROMIN, MARK, EDWARD | I | VICE PRESIDENT | B | Control |
| ROMIN, MARK, EDWARD | I | VICE PRESIDENT | B | Control |
| ROMIN, MARK, EDWARD | I | VICE PRESIDENT | B | Control |
| ROMIN, MARK, EDWARD | I | VICE PRESIDENT | B | Control |
| ROMIN, MARK, EDWARD | I | VICE PRESIDENT | B | Control |
| ROMIN, MARK, EDWARD | I | VICE PRESIDENT | B | Control |
| ROMIN, MARK, EDWARD | I | VICE PRESIDENT | B | Control |
| ROMIN, MARK, EDWARD | I | VICE PRESIDENT | B | Control |
| ROMIN, MARK, EDWARD | I | VICE PRESIDENT | B | Control |
| ROMIN, MARK, EDWARD | I | VICE PRESIDENT | B | Control |
| ROMIN, MARK, EDWARD | I | VICE PRESIDENT | B | Control |
| ROMIN, MARK, EDWARD | I | VICE PRESIDENT | B | Control |
| ROMIN, MARK, EDWARD | I | VICE PRESIDENT | B | Control |
| ROMIN, MARK, EDWARD | I | VICE PRESIDENT | B | Control |
| ROMIN, MARK, EDWARD | I | VICE PRESIDENT | B | Control |
| ROMIN, MARK, EDWARD | I | VICE PRESIDENT | B | Control |
| DAVENPORT, RICHARD, JOHN | I | VICE PRESIDENT | A | Control |
| DAVENPORT, RICHARD, JOHN | I | VICE PRESIDENT | A | Control |
| DAVENPORT, RICHARD, JOHN | I | VICE PRESIDENT | A | Control |
| DAVENPORT, RICHARD, JOHN | I | VICE PRESIDENT | A | Control |
| DAVENPORT, RICHARD, JOHN | I | VICE PRESIDENT | A | Control |
| ROMIN, MARK, EDWARD | I | VICE PRESIDENT | A | Control |
| ROMIN, MARK, EDWARD | I | VICE PRESIDENT | A | Control |
| ROMIN, MARK, EDWARD | I | VICE PRESIDENT | A | Control |
Registrations
Federal
IA
Nov 11, 2025 REGISTERED
Notice Filings (10)
AZ CA FL IL MA MI NH OH SC TX
Address
23201 JEFFERSON AVESAINT CLAIR SHORES, MI 48080
United States
Phone: 586-498-0788