Richard Lakin
IRON Financial · Northbrook, Illinois
Richard Lakin is a fee-only financial advisor at IRON Financial in Northbrook, Illinois. Richard focuses on estate & legacy planning, tax planning and founders (pre-exit). IRON Financial reports charging a percentage of assets and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Multi-generational families
- Ultra high net worth
Facts
| Firm | IRON Financial |
|---|---|
| Based in | Northbrook, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $489.2M across 649 accounts |
| SEC registration | Investment adviser representative in IL · CRD 2337398 |
| Exams passed | Series 65 (1996) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | ironfinancial.com |
| Profile |
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Questions about Richard
Is Richard Lakin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and IRON Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, IRON Financial, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Richard Lakin based?
Richard Lakin is based in Northbrook, Illinois.
What does Richard specialize in?
Richard's specialties include estate & legacy planning, tax planning, founders (pre-exit) and family wealth transfer. Richard works with founders, multi-generational families and ultra high net worth.
Is Richard Lakin registered with the SEC?
Yes. Richard Lakin is registered as an investment adviser representative in IL (CRD 2337398), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does IRON Financial manage?
IRON Financial reports $489.2M across 649 accounts in assets under management.
How do I contact Richard Lakin?
Through Richard's website, ironfinancial.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
- IRON Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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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