Catherine Lannan
Lakewood Asset Management · Chicago, Illinois
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.
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Facts
| Firm | Lakewood Asset Management |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $248.7M across 365 accounts |
| SEC registration | Investment adviser representative in IL, LA, NE · CRD 7459604 |
| Exams passed | Series 63 (2022) · Series 65 (2023) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.lakewoodasset.com |
How Catherine's firm compares
- Lakewood Asset Management's average account is about $681,000, from its Form ADV (assets managed divided by 365 accounts).
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Questions about Catherine
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.
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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