Documents in Portable Document Format (PDF) require Adobe Acrobat Reader 5.0 or higher to view, download Adobe® Acrobat Reader.
Skip Navigation

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

651-762-3572
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 strategies and 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 through LPL Financial
Expect More
  • Innovative Services
  • Cash flow 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
  • Cash dividend option


Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC . Insurance products offered through LPL Financial or its licensed affiliates. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MN, WI, IL, FL

The investment products sold through LPL Financial are not insured Lake Area Bank deposits and are not FDIC insured. These products are not obligations of Lake Area Bank and are not endorsed, recommended or guaranteed by Lake Area Bank/Lake Area Financial Services or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.