Broker Check

Products & Services

At Lakeside Advisors , we provide help in the following areas:

Investments

  • Annuities
  • Fixed
  • Variable*
  • SEP
  • Simple IRA
  • Education
  • Roth
  • Check writing
  • Traditional
  • Common Stock*
  • Debit Card
  • Full Services Brokerage Accounts*
  • Government Securities*
  • Bills
  • Notes
  • Bonds

Insurance

  • Life
  • Long Term Care
  • Disability Income

We have knowledgeable financial advisors that will help in:

  • Money management
  • Retirement plans
  • 401 (k) planning
  • Money purchasing plan
  • Profit sharing plan.
  • Estate planning
  • Financial Planning
  • Tax Planning
  • College Planning
  • 403 (b) Planning

If you have any questions please email or call us.

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, and President of Lakeside Advisors, Inc., is a Registered Representative of KMS Financial Services, Inc., an unaffiliated and independent, privately owned firm based in Seattle, Washington. KMS Financial Services, Inc. is a member of the National Association of Securities Dealers and the Securities Investor Protection Corporation. Robert E. Frey Jr., CFP is a Registered Representative in the following states: Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Massachusetts, Maryland, Michigan, Minnesota, Montana, New Jersey, New Mexico, Nevada, New York, North Carolina, Oregon, South Dakota, Texas, Utah, Virginia, Vermont, Washington and Wisconsin.