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Firms / Michigan

Lsia

Bloomfield Hills, MI. Legal name: LS Investment Advisors, LLC

4 advisors$932 million managed2 offices

About the firm

A registered investment advisory firm based in Bloomfield Hills, Michigan, with about 2 offices. It manages about $932 million for roughly 172 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.

How they work

How they’re paid ?A percentage of the assets they manage
Typical client size ?$4.41 million
Assets under management ?$932 million
Individual clients172
Median years of experience12
FoundedNot stated

Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions

Advisors at Lsia

4Advisors
12Median years of experience
2States with offices
2Offices
4 advisors · Lsia
Lsia
29yrs
Mark Shank
Financial advisor
111 East Kilbourn Avenue Suite 2700
Milwaukee, WI 53202
Top 18% by experience in Wisconsin
CFA
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Lsia
16yrs
Daniel Kostaroff
Financial advisor
39533 Woodward Avenue Suite 307
Bloomfield Hills, MI 48304
More experience than 53% of advisors nationwide
CFACFP®
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Lsia
8yrs
Brian Shank
Financial advisor
111 E Kilbourn Ave Suite 2700
Milwaukee, WI 53202
8 years in the industry
FiduciaryPlanningInvesting
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Lsia
5yrs
Martha Wurzburger
Financial advisor
111 E. Kilbourn Avenue, Suite 2700
Milwaukee, WI 53202
5 years in the industry
FiduciaryPlanningInvesting
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Also known as

LS Investment Advisors, LLC · Lsia Wealth Management · Lsia Wealth & Institutional · Lsia Wealth · Lsia Institutional

About Lsia

How do I contact Lsia?

Call the main office at (414) 459-1759. The main office is at 39533 Woodward Avenue Suite 307, Bloomfield Hills, MI 48304.

How is Lsia paid?

The firm reports being paid by a percentage of the assets they manage. Ask for your total yearly cost in dollars.

What services does Lsia offer?

Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions.

How many advisors work at Lsia?

We list 4 advisors currently registered with the firm.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.