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Lakes Financial Services

Financial Guidance Built
Around Your Life And Your Goals

For more than 25 years, Lakes Financial Services has provided personalized financial guidance to individuals and families in the Brainerd Lakes Area and across the country. We take the time to understand where you are, where you want to go, and help you build a strategy for getting there.

Our Services

About Us

Years Experience

Glen Sundberg - LPL Registered Representative

Experience You Can Count On. Guidance You Can Understand.

At Lakes Financial Services, financial planning begins with understanding what matters most to you. Glen takes the time to understand your goals, priorities, and financial picture to provide personalized guidance for today and the years ahead.

Whether you’re preparing for retirement, managing investments, building wealth, or planning for the next generation, the focus is on developing a strategy that fits your life — not forcing your life into a strategy.

Fiduciary Guidance

Acting in your best interest and putting your financial goals and needs first.

Local & Personal Service

A relationship-driven approach right here in the Brainerd Lakes Area.

Personalized Financial Planning

Strategies built around your goals, priorities, and financial situation.

Long-Term Guidance

Ongoing support as your life, goals, and financial needs change.

Learn More About Us

Financial Planning Starts With Understanding You.

Your finances are personal. Your financial strategy should be too.

At Lakes Financial Services, we begin by getting to know you—where you are today, what matters most to you, and where you want to go. From there, we help develop a thoughtful financial strategy designed around your individual circumstances and long-term goals.

Whether you're preparing for retirement, evaluating your investments, or simply looking for greater clarity about your financial future, you'll have an experienced financial professional there to help you understand your options and make informed decisions.

Schedule an Introductory Meeting

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Financial Services Centered on Your Best Interests

Financial planning involves more than choosing investments. It's about bringing the different pieces of your financial life together with a clear purpose.

Learn More About Our Services

Retirement Planning & Strategies

Personalized planning to help you prepare for retirement and the lifestyle you envision.

Investment & Portfolio Management

Investment strategies designed around your goals, timeline, financial situation, and risk tolerance.

Social Security & Retirement Income

Guidance to help coordinate Social Security and other income sources as part of your retirement strategy.

Annuities

Explore whether an annuity may have an appropriate role within your retirement and income strategy.

Estate & Legacy Planning Strategies

houghtful strategies to help preserve your wealth and plan for the legacy you want to leave.

Personalized Wealth Management

Comprehensive financial strategies for individuals and families with more complex financial needs.

      EXCELLENT  
   Based on 9 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   brad maas 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have enjoyed working with Glen for many years now. I trust him with my funds.  He is very knowledgeable, and has always been honest and upfront with any questions or choices to be made.  He stays current with all the markets, and he knows what he is doing.   I highly recommend him to anyone....You won't be disappointed.  Thanks
  
 
      Posted on Google  
   
   Jim Stafford 
 
 
 
 Trustindex verifies that the original source of the review is Google. Glen and the crew are top notch!
  
 
      Posted on Google  
   
   jerome walker 
 
 
 
 Trustindex verifies that the original source of the review is Google. Glen at LAKES FINANCIAL dose a great job with your finances.
  
 
      Posted on Google  
   
   Paul Gruber 
 
 
 
 Trustindex verifies that the original source of the review is Google. We appreciate everything ya'll have perfprmed for our family.  Keep up the great services, thank you.
  
 
      Posted on Google  
   
   James OKeefe 
 
 
 
 Trustindex verifies that the original source of the review is Google. Glen has by far surpassed financial advisors we have had in the past. Judy and I greatly appreciate  the service and advise from Lakes Financial  Services.
  
 
      Posted on Google  
   
   Amie Ramsdell 
 
 
 
 Trustindex verifies that the original source of the review is Google. Wonderful experience. Very knowledgeable gentleman with patience and experience to back up his suggestions. You won't find a better Fiduciary in the Brainerd Lakes Area.
  
 
      Posted on Google  
   
   Todd Olson 
 
 
 
 Trustindex verifies that the original source of the review is Google. Glen is an amazing advisor who treats every client like a Super Star!  He takes our money seriously and doesn't play games. Wonderful to work with, willing to answer questions and explain things until you are comfortable.
  
 
      Posted on Google  
   
   Lucinda Engen 
 
 
 
 Trustindex verifies that the original source of the review is Google. Glen Sundberg is a financial expert working with clients to understand the individual needs to strategically help reach your goals. The advantage Glen offers is keeping you informed with personal phone calls to talk about the next steps.  His partnership is lifelong to keep you on track with decisions that set your financial status above the expectation of the goals.  I highly recommend Glen Sundberg as a trusted partner in your financial planning.

Meet Glen Sundberg

Experience Matters.
So Does the Relationship.

For more than 25 years, Glen Sundberg has helped individuals and families navigate important financial decisions and plan for the future. As a fiduciary, Glen is committed to putting his clients’ best interests first. He believes good financial guidance begins with listening—taking the time to understand each client’s goals, concerns, priorities, and financial picture before developing a personalized strategy.

Lakes Financial Services is proud to call the Brainerd Lakes Area home, but Glen’s relationships extend far beyond Central Minnesota. From the Brainerd office, he serves clients in more than 20 states while maintaining the personal, relationship-focused approach that has helped build Lakes Financial Services through client referrals and long-standing relationships.

For Glen, the relationship doesn’t end once a financial plan is created. He works alongside clients through changing markets, major life events, retirement, and the years that follow—providing clear communication, individualized attention, and ongoing guidance as their lives, priorities, and financial needs evolve.

A smiling man in a plaid blazer and tie stands beside a red convertible car on a sunny day, exuding the confidence of a Business Home professional, with trees and greenery in the background.

Financial Guidance Built
Around Your Life And Your Goals