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Dalton Herrin

Investment adviser representative at Lakeridge Wealth Management in Albuquerque, NM

Investment adviser registrationUpdated

Dalton Herrin is an investment adviser representative at Lakeridge Wealth Management LLC, an investment adviser managing $805M, and works from its Albuquerque, NM office. Dalton Herrin has been registered through Lakeridge Wealth Management since 5 September 2024, has 2 years in the industry across 1 firm and has passed the Series 65.

2
Years in industry
2
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Dalton Herrin has been an investment adviser representative at Lakeridge Wealth Management since September 2024, and is not listed among the firm’s executive officers or direct owners.

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.

  1. Lakeridge Wealth Management LLCCurrent
    – present · 2 years
    Albuquerque, NM · Adviser representative · Firm CRD 314071

Credentials and registrations

Investment adviser representative registrations

Dalton Herrin is registered as an investment adviser representative in New Mexico, since September 2024.

  • New MexicoSince 5 September 2024

Examinations

Series 6519 August 2024
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Dalton Cobb Herrin
CRD
6397188
Firm
Lakeridge Wealth Management · CRD 314071
Office
5203 Juan Tabo Boulevard, Suite 2C, Albuquerque, NM 87111
Registration
Investment adviser registration
In the industry since
September 2024
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Dalton Herrin work?

Dalton Herrin is an investment adviser representative registered through Lakeridge Wealth Management LLC since September 2024, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Dalton Herrin a financial advisor?

Yes. Dalton Herrin has a current investment-adviser registration in New Mexico, through Lakeridge Wealth Management since September 2024.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Dalton Herrin have?

Dalton Herrin has 2 years in the financial industry, since September 2024, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

What exams has Dalton Herrin passed?

Dalton Herrin passed the Series 65 in August 2024.

Source: IAPD individual record, checked 24 October 2026

Where is Dalton Herrin based?

Dalton Herrin’s registered office is in Albuquerque, NM.

Source: IAPD individual record, checked 24 October 2026

Is Dalton Herrin registered with FINRA?

No. Dalton Herrin has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Dalton Herrin’s record?

Search CRD 6397188 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dalton Herrin’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Lakeridge Wealth Management

Sources

  1. IAPD individual record, CRD 6397188, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Lakeridge Wealth Management LLC, filed 17 June 2026. Executive officers and direct owners; this person is not among them.
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