# Catherine Lannan

> Catherine Lannan is a fee-only financial advisor at Lakewood Asset Management in Chicago, Illinois. Lakewood Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/catherine-lannan/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Lakewood Asset Management
- **Based in:** Chicago, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $248.7M across 365 accounts
- **CRD:** 7459604 (https://adviserinfo.sec.gov/individual/summary/7459604)
- **SEC registration:** Investment adviser representative in IL, LA, NE
- **Exams passed:** Series 63 (2022), Series 65 (2023)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.lakewoodasset.com

## Frequently asked questions

### Is Catherine Lannan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Catherine holds no broker registration, and Lakewood Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Catherine charge for financial advice?

Catherine's firm, Lakewood Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Catherine Lannan based?

Catherine Lannan is based in Chicago, Illinois.

### Is Catherine Lannan registered with the SEC?

Yes. Catherine Lannan is registered as an investment adviser representative in IL, LA and NE (CRD 7459604), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lakewood Asset Management manage?

Lakewood Asset Management reports $248.7M across 365 accounts in assets under management.

### How do I contact Catherine Lannan?

Through Catherine's website, www.lakewoodasset.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7459604): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.