About Lakes Financial Services
Personalized Financial Guidance. Relationships Built to Last.
Located in the Brainerd Lakes Area, Lakes Financial Services provides personalized financial guidance built around what matters most to you. We take the time to listen, understand your goals, and develop thoughtful strategies while building relationships designed to last through every stage of your financial journey.
20+
States Clients
Are In
100+
MIllion
in Assets under management
25+
Years Of Experience
Glen Sundberg
A Passion for the Long Game
Glen Sundberg - Experience, Relationships & a Personal Approach
For more than 25 years, Glen Sundberg has helped individuals and families navigate financial decisions and plan for the future. As a fiduciary, Glen is committed to putting his clients’ best interests first. His approach begins with listening—understanding each client’s goals, concerns, and priorities before developing personalized financial strategies and building a relationship designed to last.
For Glen, those relationships extend beyond financial planning. An avid golfer for more than 50 years, he hosts an annual Green Jacket Tournament for his golfing clients as a way to connect outside the office and show his appreciation. He often compares golf to portfolio management—both can be challenging, humbling, and rewarding.
When he’s not working or on the golf course, Glen enjoys spending time at his lake home, walking his dog, Teebone, and enjoying time with his wife, Dinah, of more than 40 years, their son, and two grandchildren.
For Glen, those relationships extend beyond financial planning. An avid golfer for more than 50 years, he hosts an annual Green Jacket Tournament for his golfing clients as a way to connect outside the office and show his appreciation. He often compares golf to portfolio management—both can be challenging, humbling, and rewarding.
When he’s not working or on the golf course, Glen enjoys spending time at his lake home, walking his dog, Teebone, and enjoying time with his wife, Dinah, of more than 40 years, their son, and two grandchildren.
