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Credentials
Series 65
Experience Industry experience
3 years
Location
Anchor Point, AK
Lake State Financial Inc
Independent
Total advisors
1Clients per advisor
11 TypicalAvg AUM per client
$584,875 TypicalHNW client ratio
18% TypicalJoseph Boettner is a financial advisor at Lake State Financial Inc with a Series 65 designation and two years of industry experience. He has been associated with Lake State Financial Inc since 2023 and is also involved with Lake State Companies LLC, a holding company. Lake State Financial Inc provides discretionary investment management primarily to individual clients, using a passive investment approach focused on index mutual funds and ETFs combined with fundamental and technical analysis to guide portfolio adjustments. The firm manages approximately $2.79 million in discretionary assets and emphasizes asset allocation and periodic rebalancing.
$1 - $500,000: 2.00% $500,001 - $2,000,000: 1.50% $2,000,001+: 1.00%
Account minimum: $100,000 Minimum fee: $3,000 minimum annual fee Fee-only: Advisory fees based on assets under management; no commissions accepted; no other compensation received
Anchor Point, AK
Anchor Point AK
Advisors at this office
1
Alaska
3 years of industry experience
Lake State Financial Inc
2023 - Present • 3 years
Anchor Point, AK
Lake State Companies LLC
2012 - Present • 14 years
Anchor Point, AK
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Is not active or affiliated with:
Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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