A complete list of active advisors currently associated with Lake State Financial Inc
Warmer can help you find a great advisor at Lake State Financial Inc or one who fits your needs even better.
Lake State Financial Inc is a small, state‑registered independent investment adviser that provides discretionary portfolio management to a limited roster of clients, including individuals, high‑net‑worth clients, pooled investment vehicles, retirement plans, charitable organizations and businesses. The firm manages roughly $6.4 million in client assets and recently amended its brochure to discontinue offering financial planning services and educational seminars. The firm primarily practices passive investment management by building portfolios of index mutual funds and ETFs, emphasizing asset allocation and periodic rebalancing, while also using fundamental, technical, cyclical and charting analysis to inform sector selection and portfolio positioning. Portfolios are implemented to match client‑specific investment policy statements and are managed on a discretionary basis. Compared with many peers, Lake State operates at a very small scale as a sole‑practitioner firm with a compact client base, does not aggregate or block client trades, and does not provide written account reports to investment management clients. The firm also discloses it does not accept third‑party compensation or vote client proxies, and its business continuity plan notes there is no formal succession plan for continuation if the sole employee is unable to operate the business.
To learn more about the advisors currently working at Lake State Financial Inc, 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 |
|---|---|---|
Anchor Point, AK
| 2
|
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