Privacy Policy
Last Updated: August 25, 2026
Lakes Financial Services respects your privacy and is committed to protecting the personal information you provide through this website. This Privacy Policy explains the types of information that may be collected through this website and how that information may be used.
Information We Collect
When you voluntarily submit information through our website, we may collect information such as your:
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Name
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Email address
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Telephone number
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Information included in a contact form or other communication
Our website may also automatically collect certain technical information, such as your IP address, browser type, device information, referring website, pages visited, and other information about how visitors interact with the website.
How We Use Information
Information collected through this website may be used to:
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Respond to questions or requests
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Contact you regarding services or appointments
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Provide information you request
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Operate, maintain, and improve the website
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Monitor website performance and security
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Comply with applicable legal, regulatory, and recordkeeping requirements
Submitting a contact form or scheduling a meeting does not establish an advisory or brokerage relationship.
Sensitive Information
Please do not submit Social Security numbers, account numbers, passwords, banking information, or other sensitive personal or financial information through website contact forms or ordinary email.
Clients who need to transmit sensitive information should use an approved secure communication method provided by their financial professional or LPL Financial.
Cookies and Website Analytics
This website may use cookies and similar technologies to provide website functionality, understand website traffic, measure performance, and improve the visitor experience.
Third-party services used by this website may also use cookies or similar technologies in accordance with their own privacy policies.
You may be able to limit or disable cookies through your browser settings. Disabling certain cookies may affect website functionality.
Third-Party Services and Links
This website may contain links to or integrations with third-party websites and services, including scheduling, mapping, analytics, financial information, or other resources.
Lakes Financial Services does not control the privacy practices or content of third-party websites. Visitors should review the privacy policies and terms applicable to those services.
LPL Financial
Securities and advisory services are offered through LPL Financial. Information collected directly by LPL Financial is subject to LPL Financial's applicable privacy policies and notices.
Please refer to LPL Financial's Privacy & Security resources for additional information regarding LPL's privacy practices.
Information Security
We use reasonable administrative and technical measures intended to protect information submitted through this website. However, no method of transmitting information over the internet or storing electronic information can be guaranteed to be completely secure.
For this reason, sensitive financial or identifying information should not be submitted through ordinary website forms or email.
Children's Privacy
This website is intended for adults and is not directed toward children. We do not knowingly use this website to solicit personal information from children.
Changes to This Policy
We may update this Privacy Policy periodically to reflect changes to the website, our practices, applicable requirements, or services we use. The updated date shown at the top of this page indicates when the policy was most recently revised.
Contact Us
Questions regarding this Privacy Policy or information submitted through this website may be directed to:
Lakes Financial Services
601 NW 5th St #5
Brainerd, MN 56401
Phone: (218) 828-8336
Email: inbox@lakesfinancialservices.com
Website Terms of Use
Last Updated: August 25, 2026
By accessing or using this website, you agree to the following terms and conditions. If you do not agree with these terms, please discontinue use of the website.
Informational Purposes Only
The information presented on this website is provided for general informational and educational purposes. Nothing on this website should be construed as individualized investment, financial, tax, accounting, or legal advice.
Financial strategies and investment decisions should be evaluated based on each individual's objectives, financial circumstances, risk tolerance, and other relevant considerations.
No Client Relationship
Use of this website, submitting a contact form, sending an email, or scheduling an introductory meeting does not by itself create an investment advisory, brokerage, fiduciary, or other client relationship.
Any such relationship is established only through appropriate agreements and account documentation.
Investment Risk
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.
No information contained on this website should be interpreted as a guarantee or assurance of any particular investment result.
Tax and Legal Information
Lakes Financial Services and LPL Financial do not provide legal advice. Information concerning tax, estate, or legal matters presented on this website is general in nature.
You should consult an appropriately qualified attorney, tax professional, or other professional regarding your individual circumstances.
Accuracy of Information
We make reasonable efforts to provide useful and accurate information. However, financial markets, laws, regulations, tax rules, products, and other information may change.
We do not warrant that all website information will always be complete, current, or error-free.
Third-Party Websites
This website may provide links to third-party websites for convenience or informational purposes.
Unless otherwise stated, Lakes Financial Services and LPL Financial do not control, endorse, or assume responsibility for third-party websites, their content, products, services, security, or privacy practices.
Intellectual Property
Unless otherwise indicated, the text, graphics, branding, photographs, design elements, and other original content appearing on this website may not be reproduced, distributed, modified, or used for commercial purposes without appropriate permission.
Third-party trademarks, logos, and content remain the property of their respective owners.
Website Availability
We may modify, suspend, or discontinue portions of this website at any time. We do not guarantee uninterrupted or error-free access to the website.
Changes to These Terms
These Terms of Use may be updated periodically. Continued use of the website following an update constitutes acceptance of the revised terms.
Contact
Questions regarding these Website Terms of Use may be directed to:
Lakes Financial Services
601 NW 5th St #5
Brainerd, MN 56401
(218) 828-8336
Accessibility Statement
Last Updated: August 25, 2026
Lakes Financial Services is committed to providing a website that is accessible to the widest possible audience, including individuals with disabilities. We strive to provide an online experience that allows visitors to access information about our firm, services, and resources in a clear and usable manner.
Our Commitment
We are continually working to improve the accessibility and usability of this website and seek to follow generally recognized accessibility practices and standards, including the Web Content Accessibility Guidelines (WCAG), where reasonably applicable.
Accessibility is an ongoing effort, and website content, technologies, and accessibility standards may change over time. We periodically review the website and make improvements when accessibility issues are identified.
Third-Party Content
This website may contain links to or integrations with third-party websites and services, such as scheduling tools, maps, financial resources, and other external content.
Lakes Financial Services does not control the accessibility of third-party websites or applications. If you experience difficulty accessing a third-party service, we encourage you to contact that provider directly or contact us so we can assist you in finding another way to access the information or service when possible.
Need Assistance?
If you experience difficulty accessing any part of this website, encounter an accessibility barrier, or need information provided in an alternative format, please contact us.
We welcome feedback that can help us improve the accessibility of our website.
Lakes Financial Services
601 NW 5th St #5
Brainerd, MN 56401
Phone: (218) 828-8336
Email: inbox@lakesfinancialservices.com
When contacting us, please describe the accessibility issue you encountered and the page or feature involved so we can better assist you.
