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+1 (262)-443-2744
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N27W23957 Paul Rd Suite 105 Pewaukee, WI 53072
professional consultations
Financial Planning, Execution & Strategy
When we considered making our company name Lake Country Wealth Strategies, people said well then that limits you to just working with people in Lake Country… and we said good! Lake Country is home for us and many other good hard working people and we’re honored to be serving Lake Country as well as the other great clients we have around the nation.
Main Principles
Global Reach with Local Understanding
In what areas do you provide Financial Planning?
We specialize in a range of financial planning. These include strategic planning, budgeting, goal setting and tracking, risk tolerance assessment, wealth management.
Do you run virtual meetings or in person?
We are able to meet in person or virtually depending on the client and what is most comfortable for them.
How do you stay up to date on the market?
We do in-depth research, keeping the ourselves up to date with the latest relevant information.
Regulatory & Licensing
Licenses
Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state.
Insurance
We have individuals licensed to sell insurance products in the following jurisdictions: AZ, FL, IL, IN, MI, NE, NY, PA, TN, TX, WI
Securities
We have individuals licensed to sell securities products in the following jurisdictions: AZ, CA, NE, NY, WI