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  2. Lakeview Wealth Strategies, LLC

Filings through Oct 24, 2026.

Lakeview Wealth Strategies, LLC

EIN 84-4825783-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$750K assets
Health & Benefits
0
Participants
2
250 N SUNNY SLOPE ROAD, SUITE 125 - BROOKFIELD, WI 53005414-369-3600
Plans on this EIN
1 filing
#001401(k)-$750K - 2 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

LAKEVIEW WEALTH STRATEGIES 401(K) SAVINGS PLAN

401(k)

Assets$750K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001LAKEVIEW WEALTH STRATEGIES 401(K) SAVINGS PLAN401(k)$750K22025
  • LAKEVIEW WEALTH STRATEGIES 401(K) SAVINGS PLAN$750K
    #001 · 401(k) · 20252
Retirement plans
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