Lake Ridge Financial
Financial Services
Cross Plains, Wi, United States
11 employees
- Employees
- 11
- Contacts
- 4
- Emails
- 4
- Phones
- 2
Lake Ridge Financial Overview
- Headquarters
- Cross Plains, Wi, United States
- Website
- www.lakeridge.financial
- Industry
- Financial Services
- Employees
- 11
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Lake Ridge Financial
Lake Ridge Financial is a diversified financial services company dedicated to providing clients with trusted, objective, competent professional financial advice and solutions. Securities & advisory services are offered through LPL Financial (LPL), a registered investment advisor & broker-dealer (member FINRA/SIPC). www.finra.org & www.sipc.org Insurance products are offered through LPL or its licensed affiliates. Lake Ridge Bank & Lake Ridge Financial are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products & services using Lake Ridge Financial & may also be employees of Lake Ridge Bank. These products & services are being offered through LPL or its affiliates, which are separate entities from, & not affiliates of, Lake Ridge Bank & Lake Ridge Financial. Securities & insurance offered through LPL or its affiliates are: • Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed • Not Bank Deposits or Obligations • May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial & have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Lake Ridge Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl- for more information.
Lake Ridge Financial Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Lake Ridge Financial Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Brin Lehner | Client Services Coordinator at Lake Ridge Financial | Evansville, Wisconsin, United States |
Email
|
| Stephen Browman | Bookkeeping & Personal Income Tax | Montreal, Quebec, Canada |
Email
|
| Francis Friend | Helping Clients Achieve Financial Success | United States |
Email
Phone
|
| Rachel Kleven | Fpqp®, Assistant Vice President of Operations and Marketing | Evansville, Wisconsin, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
Associate / junior
1 profile
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