Clients Portal | Lakehouse Family Wealth

Get in touch

555-555-5555

mymail@mailservice.com

Learn more

This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.

Learn more

This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.

Learn more

This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.

Learn more

Proudly located in Cleveland, Ohio

440-589-7700 Account Access Schedule a Call

Email us:

starthere@lakehousefw.com

Check out my background on FINRA’s BrokerCheck: https://brokercheck.finra.org/

Benjamin A. Simerly, CFP® is a Registered Representative. Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA / SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Lakehouse Family Wealth is not affiliated with Cambridge. Cambridge does not offer tax or legal advice.

Office of Supervisory Jurisdiction located at: 1776 Pleasant Plain Road, Fairfield, IA 52556

Fidelity Investments and National Financial Services LLC (together "Fidelity") is an independent company unaffiliated with Cambridge or Lakehouse Family Wealth, LLC. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the preparation of the content or information herein. Fidelity is a registered service mark of FMR LLC. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services, LLC members NYSE, SIPC.

Please be advised that, presently, Benjamin A. Simerly, CFP® holds Series 7 and 66 licenses OH, CA., DC, IL, MD, and SC. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Benjamin A. Simerly, CFP® before proceeding further.

Cambridge’s Form CRS (Customer Relationship Summary)

A full list of disclosures can be found here.

Proudly located in Cleveland, Ohio

440-589-7700 Account Access Schedule a Call

Email us:

starthere@lakehousefw.com

We are proud members of...

Benjamin A. Simerly is a Registered Representative. Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA / SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Lakehouse Family Wealth is not affiliated with Cambridge. Cambridge does not offer tax or legal advice. Fixed insurance services, if requested by a client or prospect (though we don't generally like them) are offered through Lakehouse Family Wealth , llc.

Office of Supervisory Jurisdiction located at: 1776 Pleasant Plain Road, Fairfield, IA 52556

Please be advised that, presently, Benjamin A. Simerly holds Series 7 and 66 licenses OH, CA., IL, MD, and DC. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Benjamin A. Simerly before proceeding further.

Cambridge’s Form CRS (Customer Relationship Summary)

A full list of disclosures can be found here.

Proudly located in

Cleveland, Ohio

440-589-7700 Account Access Schedule a Call

Email us:

starthere@lakehousefw.com

We are proud members of...

Benjamin A. Simerly is a Registered Representative. Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA / SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Lakehouse Family Wealth is not affiliated with Cambridge. Cambridge does not offer tax or legal advice. Fixed insurance services, if requested by a client or prospect (though we don't generally like them) are offered through Lakehouse Family Wealth , llc.

Office of Supervisory Jurisdiction located at: 1776 Pleasant Plain Road, Fairfield, IA 52556

Please be advised that, presently, Benjamin A. Simerly holds Series 7 and 66 licenses OH, CA., IL, MD, and DC. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Benjamin A. Simerly before proceeding further.

Cambridge’s Form CRS (Customer Relationship Summary)

A full list of disclosures can be found here.

Share by:

Client Logins & ResourceS

CLIENT LOGIN LINKS

MOBILE APP DOWNLOAD LINKS

Questions?

Appointment Link

Phone

Text

Email

Appointment Link

Phone

Text

Email

Client ResourceS

Questions?

Appointment Link

Phone

Text

Email

LOGIN LINKS

MOBILE APP DOWNLOAD LINKS