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.

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.