Lon Witter is a registered investment advisor at Witter & Westlake Investments, based in Eagle Harbor, MI, with 38 years of industry experience. Lon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 22 clients with $12M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$11.6M
Loading...
Location
Eagle Harbor, MI
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Witter & Westlake Investments
August 2008 - Present · 17 yrs 9 mos
Previous Registrations
Witter & Westlake Investments
May 2005 - August 2008 · 3 yrs 3 mos
Witter & Lester INC
February 1988 - May 2005 · 17 yrs 3 mos
State Registrations1 state
MI
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.