Harrison Kennard CFP® in

Harrison Kennard CFP®

Questioner · DISC type c
Founder/Financial Advisor at Lakewood Wealth Management
📍 Ann Arbor, Michigan, United States

Harrison Kennard is the Founder and Financial Advisor at Lakewood Wealth Management, where he is known for an approach that blends both heart and rigor. A graduate of Bowling Green State University, he holds CFP®, Series 7, and Series 66 credentials and focuses on providing independent, unbiased financial guidance.

Outside of work, Harrison is deeply involved in his Ann Arbor community, volunteering with the Ann Arbor Rotary Club, Mott Childrens Hospital, and the Make-a-Wish Foundation. He is a family man who enjoys golfing, skiing, playing basketball, and learning about wine from around the world.

Unique fact: Harrisons passion for finance began early when he first started investing in the stock market as a 12-year-old in 1996.

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Experience
18 Years
Current Role
Founder/Financial Advisor
Location
Ann Arbor, Michigan, United States
Personality Overview

How Harrison shows up

Not Easily Convinced
Cautious & Analytical
Value Seeker

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They are more likely than others to negotiate on pricing and terms. They prefer to analyze every situation thoroughly.


Priorities

Topics Harrison cares about

Holistic Financial Planning
He works closely with families and business owners on comprehensive financial planning, combining large firm capabilities with personalized service.
Community Volunteering
He is an active member of the Ann Arbor Rotary Club and volunteers his time as a wish granter for the Make-a-Wish Foundation.
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Career

Work history

4-2010
Founder/Financial Advisor
Lakewood Wealth Management
9-2007 - 4-2010
Financial Advisor
Edward Jones
In the press

Media appearances

Harrison Kennard CFP® - Founder and Financial Advisor at Lakewood Wealth Management. Featured in The Org
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Education
2004 - 2007
BSBA
Bowling Green State University
2003 - 2004
Finance
Siena Heights University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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