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Lakeside Wealth Management, LLC.

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United States
Fond du Lac, WI
Lakeside Wealth Management, LLC.

Independence, integrity, and trust are the focus of our practice. No offers may be made or accepted from any resident of any other state.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

11/02/2026

💙 Charitable giving can be a meaningful way to align your financial plan with the causes that matter most. Whether through donations, volunteering, or legacy planning, philanthropy can help create an impact that extends beyond your lifetime.

Interested in incorporating charitable giving into your financial strategy? Contact our team to start the conversation: https://www.lakesidewealthmanagement.net/contact

10/31/2026

🎃👻 Happy Halloween from Lakeside Wealth Management!

Wishing you a fun, safe, and spooktacular Halloween filled with plenty of treats and no financial tricks!

10/27/2026

🌊 Markets may change from week to week, but staying informed never goes out of style. Catch up on the latest economic developments and market news in this week's commentary. Learn more: https://www.lakesidewealthmanagement.net/p/weekly-economic-commentary

10/23/2026

📊 Finish Strong with a Year-End Investment Review

As the year comes to a close, it's a great time to take a fresh look at your investment strategy. Whether you're focused on retirement planning, education savings, income strategies, or building long-term wealth, a year-end review can help ensure your investments continue to align with your goals.

Don't wait until the new year to evaluate your progress. Learn more about our investment services and how we can help you plan for what's next: Explore Our Investment Services

10/20/2026

📊 From economic data to market trends, staying current can help provide valuable perspective. See what's making headlines this week and what investors are watching. Read the latest: https://www.lakesidewealthmanagement.net/p/weekly-economic-commentary

10/14/2026

💡 The more informed you are, the better prepared you can be for life's financial decisions. Explore this week's market and economic updates from our team. Read more: https://www.lakesidewealthmanagement.net/p/weekly-economic-commentary

10/13/2026

Today, we honor the strength of survivors, remember those we've lost, and stand with everyone impacted by breast cancer. Awareness, education, and early detection continue to play an important role in supporting better outcomes.

Join us in spreading awareness and encouraging conversations that can make a difference.

💗 Together, we can support hope, strength, and awareness.

10/12/2026

Investing after retirement can look different than it did during your working years. Learn about key considerations and strategies that may help you navigate your next chapter with confidence.

You may be retired and considering investing some of your retirement nest egg. Depending on your situation, it is crucial that investing in the stock market, bond market, or other investments does not jeopardize your retirement savings. For this reason, investments that preserve your initial contrib...

10/09/2026

📈 Finish Strong Before Year-End

As the year winds down, now is a great time to review your investment strategy and make sure it still aligns with your long-term financial goals. A year-end investment review can help you evaluate your progress, identify opportunities, and enter the new year with greater confidence.

Ready to take a closer look at your portfolio? Learn more about our investment services and start the conversation today: https://www.lakesidewealthmanagement.net/investments

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Address

1080 S Main Street
Fond Du Lac, WI
54935

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://www.lakesidewealthmanagement.net/

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