Donald Roseen
Lake Street · Chicago, Illinois
Donald Roseen is a fee-only financial advisor at Lake Street in Chicago, Illinois. Lake Street reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Lake Street |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.16B across 2,012 accounts |
| SEC registration | Investment adviser representative in IL · CRD 3184246 |
| Exams passed | Series 66 (1999) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.clarity-fg.com |
How Donald's firm compares
- Lake Street's average account is about $576,000, from its Form ADV (assets managed divided by 2,012 accounts).
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Questions about Donald
Is Donald Roseen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Lake Street reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, Lake Street, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Donald Roseen based?
Donald Roseen is based in Chicago, Illinois.
Is Donald Roseen registered with the SEC?
Yes. Donald Roseen is registered as an investment adviser representative in IL (CRD 3184246), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Lake Street manage?
Lake Street reports $1.16B across 2,012 accounts in assets under management.
How do I contact Donald Roseen?
Through Donald's website, www.clarity-fg.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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