A complete list of active advisors currently associated with Springlake Financial Partners

Warmer can help you find a great advisor at Springlake Financial Partners or one who fits your needs even better.

Springlake Financial Partners provides wealth management, financial planning and consulting services to individuals, trusts, estates, charitable organizations, corporations and retirement plans. The firm also advises on held-away assets such as employer-sponsored retirement plans, annuities and variable life products, and may engage independent managers on clients’ behalf. Investment decisions are guided by an asset-allocation framework grounded in Modern Portfolio Theory, with a passive ETF-based core complemented by selective active strategies for less efficient equity markets and fixed income. Ongoing management uses model portfolios alongside cyclical and fundamental analysis, and all client assets are managed on a discretionary basis. The firm operates as a relatively small, supported adviser managing roughly $105 million across a modest number of client relationships and has recently updated its registration and disclosure posture as it pursues SEC registration. Springlake discloses that several supervised persons are licensed insurance agents but that the firm restricts acceptance of commissions for insurance recommendations to mitigate conflicts, and it receives significant technology, trading and administrative support from a major custodian (Fidelity), a relationship the firm notes can create potential conflicts of interest.

To learn more about the advisors currently working at Springlake Financial Partners, 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.