About Us

  • We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

    We will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I started Lakes Financial to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate preservation, and wealth preservation. Most important, I hope you see the value of working with a skilled professional to pursue your financial goals.

    I'm here to help educate you about the basic concepts of financial management; to help you learn more about who I am; and to give you fast, easy access to market performance data.

    Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.






    Disclaimer:

    Securities offered through Questar Capital Corporation(QCC). Member FINRA/SIPC.

    Advisory Services offered through Questar Asset Management (QAM) A Registered Investment Advisor.

    Glen Sundberg/Lakes Financial Services is independent of QCC and QAM.