Welcome to Lakeside Advisors, Inc.!
 

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Lakeside Advisors, Inc., an investment adviser registered with the Securities and Exchange Commission, and incorporated on January 30, 1984. It was established by Robert E. Frey, CFP to assist individuals with every aspect of financial planning. While the client base expanded to include pension and profit sharing plans, trusts, and corporations, the firm primarily counsels individuals. Counseling entails retirement plans, college savings, insurance coverage, tax and estate planning. Lakeside Advisors also manages full discretion accounts and provides advice for limited discretion accounts. Lakeside Advisors’ structure is to provide quality investment advice and help in implementing that advice.




At Lakeside Advisors, Inc., investing is both an art and a science.  Our office proudly displays innovative works of art to balance the technological aspects of our business.

 

Lakeside Advisors, Inc. is an independent, privately owned Investment Adviser registered with the Securities & Exchange Commission and based in Seattle, Washington. This website and other services offered by Lakeside Advisers, Inc. are not intended for distribution to, or use by, persons or entities in any jurisdiction or country where such distribution would be contrary to law or regulation, or which would subject the company or its associates to registration requirements within such jurisdiction or country. Information on this site should not be construed as an offer to buy or sell securities or other financial instruments, or to provide investment advice or services.

Robert E. Frey Jr., CFP®, President of Lakeside Advisors, Inc., Kristi A. Mandt, CFP®  and Kurtis A. Millikin, Vice Presidents of Lakeside Advisors, Inc., are also Registered Representatives of KMS Financial Services, Inc., an unaffiliated and independently operated, wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. KMS Financial Services, Inc. is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Check the background of these investment professionals on FINRA's BrokerCheck.

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.



1115 East Denny Way , Seattle, WA 98122
Phone: (206) 285-1730   Fax: (206) 267-2316   Email: bob@lakesideadvisors.com