Company

Lake Edge Wealth Advisors

Financial Services Green Bay, Wisconsin, United States 5 employees

Employees: 5
Contacts: 3
Emails: 3
Phones: 2

www.lakeedgewealth.com LinkedIn

Lake Edge Wealth Advisors Overview

Headquarters: Green Bay, Wisconsin, United States
Website: www.lakeedgewealth.com
Industry: Financial Services
Employees: 5
Founded: 2012
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Green Bay

About Lake Edge Wealth Advisors

At Lake Edge Wealth Advisors, we develop smart financial strategies to guide you through the various stages of life while offering clarity and stability along the way. Our goal is to serve your family for life; helping you grow, preserve, and build your wealth. Lake Edge Wealth Advisors are not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Lake Edge Wealth Advisors Contact Details

People in AeroLeads: 3
With contact data: 3
Email contacts: 3; 100.0% coverage
Phone contacts: 2; 66.7% coverage

Lake Edge Wealth Advisors Org Chart

Sample employees and titles

Name	Title	Location	Contact
Daniel Cape, Cfp®, Cima®, Aams®	President and Founding Partner at Lake Edge Wealth Advisors - Senior Wealth Advisor, Rjfs	Green Bay, Wisconsin, United States	Email Phone
Adam Paal, Aams®	Wealth Advisor at Lake Edge Wealth Advisors	Green Bay, Wisconsin, United States	Email Phone
Michelle Heise	Client Service Associate at Lake Edge Wealth Advisors	De Pere, Wisconsin, United States	Email