Lake Street Welcomes Ryan Todd

Lake Street is excited to welcome Ryan N. Todd, CFP® to the team!  “Ryan joins us from a familiar background at Merrill and brings extensive industry experience in financial services to the firm,” says Joe Stock, managing partner.   “As we continue to expand our advisor base, he will be a tremendous asset to the clients […]

Justin Terzo Recognized in 2020 Forbes “ Top Next-Gen Wealth Advisors” List

Lake Street is proud to announce that our co-founder and managing partner, Justin Terzo, has been selected to the 2020 Forbes “Top Next-Gen Wealth Advisors” list.  This list represents the top 500 next generation wealth advisors across the country.  Of the 26 advisors recognized in the state of Illinois, Justin ranks in the Top 10.  […]

Justin Terzo Recognized In 2020 Forbes “Best-In-State Wealth Advisors” List

Congratulations to our co-founder and managing partner Justin Terzo on being selected to the 2020 Forbes “Best-In-State Wealth Advisors” list1 .  Justin is honored to be nationally recognized for the 3rd time by Forbes. This award recognizes the highest quality advisors around the country who have consistently proven a core competency in improving the lives of […]

Lake Street Welcomes Connie Bruno

Lake Street is excited to welcome Connie Bruno to the team!  “Connie joins us with extensive experience in client service facing roles and will be a tremendous asset to our firm,” says Joe Stock, managing partner.   “As we continue to expand our client and advisor base, it’s important we invest in great people to support […]

Rich O’Hara Joins the Lake Street Alliance

Lake Street welcomes Rich O’Hara of Clarity Financial Group as a new member of the Lake Street Alliance. Independent advisors who join the Lake Street Alliance have access to a comprehensive support platform that enables them to do what they do best: work with their clients. Rich formed Clarity Financial Group, an independent affiliate of […]

Justin Terzo Wins 2018 Five Star Wealth Manager Award

Lake Street is proud to congratulate Justin Terzo, one of its founding partners, on being appointed a 2018 Five Star Wealth Manager1. The award recognizes wealth managers who provide quality services to their clients. Criteria for the award include assets under management, client retention, and a thorough regulatory and complaint review. “I’m honored to be […]

Don Roseen Joins the Lake Street Alliance

Lake Street is pleased to welcome Don Roseen of Elarin Wealth Advisors to the Lake Street Alliance. A 35-year veteran in the investment industry, Don has led many clients to long-term financial success during his career. Don brings extensive knowledge in capital markets, both in research and execution, as well as advice and guidance. “We […]

What’s in a Name? The Origin of Lake Street Financial

Ever wonder how Lake Street was selected as the name of Chicago’s bespoke investment firm? Back in 2017, along one of Chicago’s most prominent and industrious streets, a unique investment firm began to take shape. Joseph Stock and Justin Terzo, former Merrill advisors, had a vision to create an independent investment firm to be located […]