Cody Morton

Role: Financial Planner at Lakeshore Financial Group
Location: Chicago, IL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Cody Morton

WHAT I DO: Help people with short-term, mid-term, and long-term financial…

Experience

Financial Planner
Lakeshore Financial Group
Oct 2022 — Present

Education

Illinois State University
Bachelors, Finance and Financial Management Services
2013

Skills

Sales Promotion
Powerpoint
Management
Public Speaking
Social Networking
Sales
Marketing
Leadership
Microsoft Word
Microsoft Excel
Public Relations
Event Planning
Teamwork
Accounting
Customer Service
Microsoft Office
Social Media

Contact information

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Work email
•••••@lsfgchi.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Lakeshore Financial Group

Financial Services · 71 employees · Founded 2016 · Chicago, Illinois, United States

Lakeshore Financial Group offers a range of financial products and services. We assist our clients by recommending products and services that are designed to help solve their risk and asset accumulation problems. By applying appropriate designs and selecting quality insurance and investment products, we help protect our clients’ well being. In order to live up to our clients’ expectations, we are committed to putting their needs and interests first. Whether it’s a retirement plan, an estate plan, or a business succession plan, our goal is to build and maintain long term relationships based upon integrity, performance, and responsiveness. Establishing a relationship with Lakeshore Financial Group makes available to you an organization that keeps its focus on your interests. Drawing upon a network of professionals at our home office and broker/dealer, we participate in dynamic business relationships that bring you innovative ideas, excellent service, and a broad spectrum of financial products. Through the collaborative efforts of insurance underwriters, investment managers, and pension administrators, we deliver an understanding of your financial needs in an ever-changing financial world. Securities are offered solely by Equity Services, Inc., Member FINRA (FINRA.org) and SIPC (SIPC.org), 1 N Franklin Ave, Suite 3450, Chicago, IL 60••••••••00 Lakeshore Financial Group is independent of Equity Services, Inc. TC85••••••••53

lsfgchi.com

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About Cody Morton

Experience

Financial Planner

Education

Illinois State University

Skills

Find verified contacts for anyone on LinkedIn