Broker Check

Qualifications

Glen Sundberg is a graduate of Cental Lakes Community College and St. Cloud State University. He has been in the investment business for over two decades and owns his own business, Lakes Financial Services (LFS). Glen manages client accounts with significant assets. LFS offers stocks, bonds, mutual funds, fixed, equity indexed, variable annuities, REITS, IRA's, IRA rollovers, federal & state tax-exempt investments and other investments. 

Glen holds a Series 7, 63, & 24 License Registration.

Glen has also attended many investment product, educational, and service conferences. He is a graduate of Brian Tracy's Business Coaching Class in San Diego, CA. 

Glen has been working with individuals in the surrounding area for many years. He has extensive personal and professional experience. He holds various professional designations and is dedicated to developing lasting relationships with all of his clients. Glen believes in helping you assess your financial goals and can be of great assistance in the management of your finances.

Glen takes great pride in his work ethics, reputation, service, and the the trust he has earned from his clients.

One of the benefits of working with Glen is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that he can provide is a roadmap to working toward a more secure financial future.

Glen is looking forward to using his experience to help you pursue your financial goals.