The fine print

Disclosures

©2026. Lakehouse Family Wealth is a division of and trade name of Lakehouse Family Wealth, LLC. All Rights Reserved.

All text messages, Asset-Maps, financial plans, client cases, and other example client content on this page is for theoretical/ example purposes only, and does not represent a real client or recommendation in any way.

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.

This site is not a part of, not endorsed by, and is not affiliated with, Facebook, LinkedIn, Instagram, Fidelity, Income Lab, Asset-Map, RightCapital, the Cleveland Clinic, or University Hospitals websites or their respective corporations.

Opinions expressed herein are solely those of Lakehouse Family Wealth, LLC., unless otherwise specifically cited. The material presented is believed to be from reliable sources, and no representations are made by our firm as to other parties' informational accuracy or completeness.

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.

Registration does not imply a certain level of skill or training.

No part of this communication should be construed as an offer to sell any security or provide investment advice, solicitation, or recommendation. Securities offered will fluctuate in value and are subject to investment risks, including possible loss of principal. The information provided does not constitute a complete description of our investment services.

The information provided is for informational purposes only and should not be considered tax or legal advice. Please consult with a qualified tax or legal professional regarding your individual situation.

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.

Cambridge's Form CRS (Customer Relationship Summary)