Brian Shank
Lsia · Milwaukee, Wisconsin
Brian Shank is a fee-only financial advisor at Lsia in Milwaukee, Wisconsin. Lsia reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Lsia |
|---|---|
| Based in | Milwaukee, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $932.1M across 432 accounts |
| SEC registration | Investment adviser representative in TX, WI · CRD 6866884 |
| Exams passed | Series 66 (2018) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | mylsiainstitutional.com |
How Brian's firm compares
- Lsia's average account is about $2.2 million, from its Form ADV (assets managed divided by 432 accounts).
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Questions about Brian
Is Brian Shank a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Lsia reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Lsia, reports charging a percentage of assets on its SEC Form ADV.
Where is Brian Shank based?
Brian Shank is based in Milwaukee, Wisconsin.
Is Brian Shank registered with the SEC?
Yes. Brian Shank is registered as an investment adviser representative in TX and WI (CRD 6866884), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lsia manage?
Lsia reports $932.1M across 432 accounts in assets under management.
How do I contact Brian Shank?
Through Brian's website, mylsiainstitutional.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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