KA
Kristi Ann Mandt
CRD 1095765
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Lakeside Advisors Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Lakeside Advisors Inc
Vice President / Secretary · Less than 5% · Apr 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗