Lakeshore Financial Group
Michael Nicholas, CFA, currently serves as a Financial Advisor at Lakeshore Financial Group, where securities and investment advisory services are offered through Equity Services, Inc. Previously, Michael held roles at Northern Trust Wealth Management as a Senior Investment Associate and Account Manager in Investment Management, as well as at Northern Trust Corporation as an Analyst in Client and Investment Services. Earlier experience includes an internship as a Wealth Advisor at Busey, focusing on creating financial plans and participating in retirement and estate planning. Michael obtained a Bachelor of Science in Business Administration with a concentration in Economics from the University of Missouri-Columbia.
Lakeshore Financial Group
Establishing a relationship with Lakeshore Financial Group makes available to you an organization that keeps its focus on your interests. Drawing upon a network of professionals at our home office and broker/dealer, we participate in dynamic business relationships that bring you innovative ideas, excellent service, and a broad spectrum of financial products. Through the collaborative efforts of insurance underwriters, investment managers, and pension administrators, we deliver an understanding of your financial needs in an ever-changing financial world. Lakeshore Financial Group offers a range of financial products and services. We assist our clients by recommending products and services that are designed to help solve their risk and asset accumulation problems. By applying appropriate designs and selecting quality insurance and investment products, we help protect our clients’ well being. In order to live up to our clients’ expectations, we are committed to putting their needs and interests first. Whether it’s a retirement plan, an estate plan, or a business succession plan, our goal is to build and maintain long term relationships based upon integrity, performance, and responsiveness. Securities are offered solely by Equity Services, Inc., Member FINRA (FINRA.org) and SIPC (SIPC.org), 1 N Franklin Ave, Suite 3450, Chicago, IL 60606 (312) 236-2500 Lakeshore Financial Group is independent of Equity Services, Inc. TC94772(0617)p