Todd Mick
Lakewood Asset Management · Naperville, Illinois
Todd Mick is a fee-only financial advisor at Lakewood Asset Management in Naperville, 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 | Naperville, 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, TX · CRD 4942159 |
| Exams passed | Series 65 (2015) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.lakewoodasset.com |
| Profile |
How Todd'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 Todd
Is Todd Mick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd 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 Todd charge for financial advice?
Todd's firm, Lakewood Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Todd Mick based?
Todd Mick is based in Naperville, Illinois.
Is Todd Mick registered with the SEC?
Yes. Todd Mick is registered as an investment adviser representative in IL, LA, NE and TX (CRD 4942159), 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 Todd Mick?
Through Todd'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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