Lake Area Financial Services can Help You Pursue Your Financial Goals

When it comes to your financial dreams, taking action is vital to your success. But that’s not always easy. You know where you are – and where you want to go. Our aim is to help you get there. As experienced financial professionals, we are committed to making your journey toward financial success as easy as possible.

Our friendly and knowledgeable Investment Executives can help you every step of the way.

651-762-3588
White Bear Lake 
1400 East Highway 96
White Bear Lake, MN 55110

We can help give you:
  • The opportunity to organize and simplify your financial life
  • Access to in-depth knowledge of financial solutions
  • More time to do the things you cherish most
  • A greater sense of comfort-knowing someone is working with you
You feel more relaxed knowing you are working with someone who has your best interests in mind.

If you’re like most investors, you want someone to walk you through the investment choices available to you. That’s where we can help. We can provide the in-depth knowledge necessary to assist you in identifying what investments are right for you. Whatever your goals or stage in life, Lake Area Financial Services can help you make the right investment choices.

A Client-Centered Approach. It’s all about you. We are here to help you:

  • Save for retirement – before and during your retirement years
  • Protect your family or family business with risk management solutions
  • Save for college expenses
  • Minimize taxes through tax-advantaged investing*
  • Create lifetime income strategies
  • Maintain your independence with long-term care insurance
  • Save for something special (wedding, vacation, second home, etc.)
  • Gain confidence in your investment choices
  • Create a legacy for your family
  • Increase your understanding of Social Security 
  • Preserve your wealth
  • Fulfill your charitable wishes
Highly Rated Products
  • Fixed and Variable Annuities
  • Mutual Funds
  • Life Insurance
  • Tax-Advantaged Investments*
  • Long-Term Care Insurance
  • Disability Insurance
  • Retirement Plans
  • Professionally Managed Asset Accounts
Expect More
  • Innovative Services
  • Cash management
  • Financial consultations
  • Wealth management
  • Education funding
  • Business owner solutions
  • Insurance services
  • Estate guidance
  • Asset allocation
Comprehensive Support Services
  • Quality and timely customer service
  • Consolidated account statements
  • Convenient order execution
  • Quick confirmation reports
  • Automated funds transfer between accounts
  • Dividend reinvestment
  • Check-writing services on money market accounts
  • Cash dividend option

Investment Centers of America, Inc. (ICA), member FINRA/SIPC and a Registered Investment Advisor, is not affiliated with Lake Area Bank and/or Lake Area Financial Services. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are *not insured by the FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested. This site is for informational purposes only and is not intended to be a solicitation or offering of any security and Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. We are registered to offer securities in the following states: MN, WI, FL.