Lakes Financial Services

ABOUT US

Our team

Bart Williams

Financial Advisor

Maya Brown

Investment Analyst

Nick Miller

Retirement Planner

Pola Johnson

Client Services Manager

years of experience 

25 + 

States our clients are from

20 +

Clients served

500+

Get to know us

With over 25 years of solid experience serving clients across various markets, Lakes Financial Services has established itself as a trusted partner dedicated to helping individuals and families achieve their financial aspirations. Our deep industry knowledge, combined with a commitment to personalized service, allows us to provide tailored financial solutions designed to meet your unique needs and goals.

At Lakes Financial Services, we understand that financial planning is not a one-size-fits-all process. Every client’s situation and objectives are different, which is why we take the time to listen carefully and develop strategies that align with your specific circumstances. Whether you are planning for retirement, looking to grow your investments, or seeking to protect your assets, our team of experienced professionals is here to guide you every step of the way.

As a fiduciary, we are legally and ethically obligated to act in your best interest at all times. This means our recommendations are always made with your financial well-being as the top priority. We do not sell products for commission or push solutions that benefit anyone but you. Our transparency and commitment to integrity set us apart, ensuring you have full confidence in the advice and services we provide.

Our approach centers on building long-term relationships based on trust, transparency, and integrity. We pride ourselves on staying up to date with the latest market trends, regulatory changes, and investment opportunities so that we can offer you the most relevant and effective advice. By choosing Lakes Financial Services, you gain a committed partner focused on helping you secure your financial future with confidence and peace of mind.

PRICING

Mutual Funds

$250

Diversification.

Professional management.

Retirement Planning

$1000

Customized strategy

Customized strategy, long-term goal setting.

Annuities

$500

Guaranteed income, tax-deferred growth

Customized strategy, long-term goal setting.

Plans

Our services

At Lakes Financial Services, we understand that every individual and circumstance is distinct. Our skilled experts will offer tailored financial solutions that suit your requirements. We can assist you in reaching your financial objectives and safeguarding your future through investments in Annuities, Stocks, IRAs, 401Ks, and retirement planning.

We provide professional guidance and high-quality services to steer you towards a successful financial future. By choosing us, you can have confidence that you are selecting the best option for your financial health. Allow Lakes Financial Services to be your ally in establishing a stable financial base for the future.

Financial Fiduciary 

Your best interests is our priority

Retirement Planning

Financial planning for a secure and comfortable retirement for clients.

Mutual Funds

Investment vehicles that pool money from multiple investors for diversified portfolios.

IRAs

Individual Retirement Accounts with tax advantages for retirement savings.

Stocks

Ownership in companies for dividends and potential profit from capital appreciation.

Annuities

Guaranteed income stream for specified period of time or for life.

Customers love us

Adam

I trust Lakes Financial Services to secure my financial future.

Amy

I trust Lakes Financial Services completely with my financial planning.

Patrick

Lakes Financial Services is invaluable for retirement planning, highly recommended.

(218) 828-8336

[email protected]

601 NW 5th St #5
Brainerd, MN 56401