| Entity Name: | LAKE STREET PRIVATE WEALTH, LLC |
| Jurisdiction: | Illinois |
| Entity Type: | Limited Liability Company |
| Status: | Goodstanding |
| Date Formed: | 18 Dec 2017 |
| Company Number: | LLC_06457606 |
| File Number: | 06457606 |
| Type of Management: | Manager Managed |
| Date Status Change: | 04 Nov 2024 |
| Address | 128 N. MAY ST., FL 2, CHICAGO, 60607, IL |
| Place of Formation: | ILLINOIS |
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| 1772031 | 128 NORTH MAY STREET, FLOOR 2, CHICAGO, IL, 60607 | 128 NORTH MAY STREET, FLOOR 2, CHICAGO, IL, 60607 | 312-579-4341 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-19464 |
| Filing date | 2024-10-22 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-07-12
| Form type | 13F-HR |
| File number | 028-19464 |
| Filing date | 2024-07-12 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-01
| Form type | N-PX |
| File number | 028-19464 |
| Filing date | 2024-07-01 |
| Reporting date | 2024-07-01 |
| File | View File |
Filings since 2024-04-19
| Form type | 13F-HR |
| File number | 028-19464 |
| Filing date | 2024-04-19 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-10
| Form type | 13F-HR |
| File number | 028-19464 |
| Filing date | 2024-01-10 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-20
| Form type | 13F-HR |
| File number | 028-19464 |
| Filing date | 2023-10-20 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-18
| Form type | 13F-HR |
| File number | 028-19464 |
| Filing date | 2023-07-18 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-17
| Form type | 13F-HR |
| File number | 028-19464 |
| Filing date | 2023-04-17 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-25
| Form type | 13F-HR |
| File number | 028-19464 |
| Filing date | 2023-01-25 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-21
| Form type | 13F-HR |
| File number | 028-19464 |
| Filing date | 2022-10-21 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-12
| Form type | 13F-HR |
| File number | 028-19464 |
| Filing date | 2022-07-12 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-09
| Form type | 13F-HR/A |
| File number | 028-19464 |
| Filing date | 2022-05-09 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-04-29
| Form type | 13F-HR |
| File number | 028-19464 |
| Filing date | 2022-04-29 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-01-24
| Form type | 13F-HR |
| File number | 028-19464 |
| Filing date | 2022-01-24 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-10-07
| Form type | 13F-HR |
| File number | 028-19464 |
| Filing date | 2021-10-07 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-07-14
| Form type | 13F-HR |
| File number | 028-19464 |
| Filing date | 2021-07-14 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-04-16
| Form type | 13F-HR |
| File number | 028-19464 |
| Filing date | 2021-04-16 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-01-19
| Form type | 13F-HR |
| File number | 028-19464 |
| Filing date | 2021-01-19 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-10-09
| Form type | 13F-HR |
| File number | 028-19464 |
| Filing date | 2020-10-09 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-07-14
| Form type | 13F-HR |
| File number | 028-19464 |
| Filing date | 2020-07-14 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-04-07
| Form type | 13F-HR |
| File number | 028-19464 |
| Filing date | 2020-04-07 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-01-13
| Form type | 13F-HR |
| File number | 028-19464 |
| Filing date | 2020-01-13 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-10-18
| Form type | 13F-HR |
| File number | 028-19464 |
| Filing date | 2019-10-18 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-07-29
| Form type | 13F-HR |
| File number | 028-19464 |
| Filing date | 2019-07-29 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-04-11
| Form type | 13F-HR |
| File number | 028-19464 |
| Filing date | 2019-04-11 |
| Reporting date | 2019-03-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAKE STREET FINANCIAL, LLC 401(K) PLAN | 2023 | 823746736 | 2024-06-24 | LAKE STREET FINANCIAL, LLC | 4 | |||||||||||||
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| LAKE STREET FINANCIAL, LLC 401(K) PLAN | 2022 | 823746736 | 2023-05-01 | LAKE STREET FINANCIAL, LLC | 5 | |||||||||||||
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| Name and Address | Role | Appointment Date |
|---|---|---|
| JOSEPH E. KEAVY, 1755 S NAPERVILLE RD STE 200, WHEATON, 60189 | Agent | 2020-05-18 |
| Name and Address | Role | Appointment Date |
|---|---|---|
| TERZO, JUSTIN M., 128 N. MAY ST., FL 2, CHICAGO, IL, 60607 | Manager | 2024-11-04 |
| STOCK, JOSEPH D., 128 N. MAY ST., FL 2, CHICAGO, IL, 60607 | Manager | 2024-11-04 |
| Name | Change Date |
|---|---|
| LAKE STREET FINANCIAL, LLC | 2024-01-31 |
Date of last update: 23 Dec 2024
