Lake Ridge Financial
Company

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
Industry
Financial Services
Employees
11
NAICS
Finance and Insurance
Monetary 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 Contact
Brin Lehner Client Services Coordinator at Lake Ridge Financial
Email
Stephen Browman Bookkeeping & Personal Income Tax
Email
Francis Friend Helping Clients Achieve Financial Success
Email Phone
Rachel Kleven Fpqp®, Assistant Vice President of Operations and Marketing
Email Phone

Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile
Associate / junior 1 profile

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