Brian Distler has been Managing of Lakeridge Wealth Management since May 2021, is a control person of the firm and directly owns between 50% and 75% of it. Brian Distler holds a Degree in finance from Case Western Reserve University.
Lakeridge Wealth Management LLC is a Mentor, OH firm with $805M under management, 1,139 clients and 12 advisers across 8 offices, as of its June 2026 filing.
Brian W. Distler is Co-Founder & Director of Wealth Management of Lakeridge Wealth Management. He began his career as a financial advisor and district manager with a financial planning firm, where he supervised a group of other financial advisors, and later became Vice President of Investments for a large banking and investment firm. In 2011, he partnered with NMS CPAs to found NMS Wealth Management.
Brian Distler’s longest registration was 9 years at Cetera Advisor Networks LLC (2013–2022). Before joining Lakeridge Wealth Management in 2022, Brian Distler was registered through Cetera Advisor Networks LLC and 1st Global Advisors Inc.
- – present · 5 yearsMentor, OH · Adviser representative · Firm CRD 314071
- Cetera Advisor Networks LLC– · 9 yearsGeneva, OH · Adviser representative · Firm CRD 13572
- 1st Global Advisors Inc– · 2 yearsChardon, OH · Adviser representative · Firm CRD 111133
- Chase Investment Services Corp.– · 1 yearAkron, OH · Adviser representative · Firm CRD 25574
- Ameriprise Financial Services, Inc.– · 2 yearsWestlake, OH · Adviser representative · Firm CRD 6363
Professional designations
Listed by Lakeridge Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Brian Distler is registered as an investment adviser representative in Ohio, since January 2022.
- OhioSince 19 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 9 August 2006 |
| Series 7 | General Securities Representative Examination | 12 July 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brian William Distler
- CRD
- 4823861
- Firm
- Lakeridge Wealth Management · CRD 314071
- Role
- Managing
- Office
- 7470 CENTER ST, Mentor, OH 44060
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2006
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- lakeridgewm.com
Where does Brian Distler work?
Brian Distler has been Managing of Lakeridge Wealth Management LLC since May 2021, and is a control person of the firm.
Is Brian Distler a financial advisor?
Yes. Brian Distler has a current investment-adviser registration in Ohio, through Lakeridge Wealth Management since January 2022.
How many years of experience does Brian Distler have?
Brian Distler has 20 years in the financial industry, since August 2006, across 5 adviser firms.
What exams has Brian Distler passed?
Brian Distler has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2006. FINRA credited Brian Distler with the SIE, which began in October 2018.
Where did Brian Distler work before Lakeridge Wealth Management?
Before Lakeridge Wealth Management, Brian Distler was registered through 1st Global Advisors Inc, January 2011 to February 2013; Chase Investment Services Corp., June 2009 to January 2011; Ameriprise Financial Services, Inc., July 2006 to May 2009.
Where is Brian Distler based?
Brian Distler’s registered office is in Mentor, OH.
Is Brian Distler registered with FINRA?
Yes. Brian Distler has a current broker registration, under CRD 4823861.
Source: FINRA BrokerCheck
Is Brian Distler a CFP?
Lakeridge Wealth Management lists Brian Distler with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Brian Distler’s record?
Search CRD 4823861 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Brian Distler’s full registration record.
- Gabrielle MagdziarzChief Compliance Officer
- Travis FlandermeyerManaging Member / Principal