Michael Lannan
Lakewood Asset Management · Naperville, Illinois
Michael Lannan is a fee-only financial advisor at Lakewood Asset Management in Naperville, Illinois, who holds the CFA credential. 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 | Naperville, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $248.7M across 365 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL, LA, NE · CRD 2028037 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.lakewoodasset.com |
How Michael'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 Michael
Is Michael Lannan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?
Michael's firm, Lakewood Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michael Lannan based?
Michael Lannan is based in Naperville, Illinois.
What credentials does Michael Lannan hold?
Michael Lannan holds the CFA credential.
Is Michael Lannan registered with the SEC?
Yes. Michael Lannan is registered as an investment adviser representative in IL, LA and NE (CRD 2028037), 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 Michael Lannan?
Through Michael'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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