Our Firm

The Lakeside Companies regard each of our clients as unique and deserving of individual attention. Our goal is to assist you in realizing your dreams. The professionals at Lakeside take seriously their trusted role to provide comfort and satisfaction for all the activities related to you reaching your goals in life.
At our firm, each client has access to a full range of financial services and investment solutions. Our focus on customizing the coordination of the financial planning and portfolio/risk management disciplines is what sets us apart from our competitors. Our products and services are delivered through our two sister companies:
Lakeside Financial Group, LLC was established in 2002 by Mark W. Chamberlain. Financial Group is our commission-based business that clears through our broker-dealer, First Allied Securities, Inc.
Lakeside Wealth Management Group, LLC was founded jointly in 2006 by Mark W. Chamberlain and Timothy D. Rice. It is a federally registered investment advisory firm. Advisors with Lakeside Wealth Management have discretion over the investments and accounts are charged an advisory fee based on assets under management.
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