A complete list of active advisors currently associated with Dream Lake Financial LLC
Warmer can help you find a great advisor at Dream Lake Financial LLC or one who fits your needs even better.
The firm provides fee-only advisory services to individuals (including high-net-worth clients), charitable organizations, and corporations, offering investment management, financial planning (project-based and ongoing), and tax preparation services. It generally charges percentage-of-assets fees for portfolio management and tailors engagements to individual client goals and circumstances. DLF’s investment approach combines fundamental analysis with Modern Portfolio Theory and a preference for passive implementation using mutual funds and ETFs, with asset-allocation driven portfolio construction and the option for discretionary trading authority. The firm recommends an independent custodian platform for execution and custody, relies on periodic (generally quarterly) account reviews, and does not aggregate trades across clients. Compared with typical solo independent advisers, the firm is affiliated with an in-house tax and accounting practice and its principal holds a CPA license, offering tax preparation alongside advisory services and cross-referring clients between the businesses without receiving referral compensation. The principal also allocates a measurable portion of time (about 19% during market hours) to the accounting practice, and the firm operates with a very small client base (seven clients and roughly $3.8 million in AUM), which may influence its service model and availability of resources relative to larger peers.
To learn more about the advisors currently working at Dream Lake Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Saukville, WI
| 4
|
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