Skip to main content

Important Disclosures

The information provided on this website is intended for general informational and educational purposes and should not be considered individualized investment advice or a recommendation to buy or sell any security or investment product.

LPL Financial

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Lakes Financial Services and LPL Financial are separate entities.

[FINRA]
[SIPC]
[FINRA BrokerCheck]
[LPL Financial]

Investment Considerations

Investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

Past performance is not indicative of future results.

Information presented on this website should not be considered a substitute for personalized financial advice based on an individual's circumstances, objectives, risk tolerance, and financial needs.

Financial Planning Information

Financial planning concepts discussed on this website are provided for general informational purposes. Strategies that may be appropriate for one individual may not be appropriate for another.

Before implementing a financial strategy, investors should consider their individual circumstances and consult appropriate financial, tax, and legal professionals when necessary.

Tax and Legal Matters

Neither Lakes Financial Services nor LPL Financial provides legal advice.

Tax and estate-planning information appearing on this website is general in nature and is not intended to replace advice from a qualified tax professional or attorney.

Third-Party Information and Links

This website may contain links to third-party websites, articles, tools, or other resources. Third-party websites are provided for informational and convenience purposes.

Lakes Financial Services and LPL Financial do not necessarily endorse or control third-party content and are not responsible for its accuracy, availability, security, or privacy practices.

Articles and Educational Content

Articles, commentary, and other educational materials appearing on this website are intended to provide general information about financial topics.

Such material does not constitute a recommendation or individualized investment advice. Information may become outdated as markets, laws, regulations, and other circumstances change.

Testimonials and Endorsements

Any testimonials, endorsements, or third-party ratings displayed on this website, if any, are subject to applicable regulatory requirements and required disclosures.

A testimonial or endorsement should not be interpreted as a guarantee that any current or prospective client will experience the same or similar results.

Registration

Registration with a securities regulator or self-regulatory organization does not imply a particular level of skill or training.

Additional information regarding LPL Financial, its services, fees, conflicts of interest, and business practices is available through applicable LPL Financial disclosure documents and regulatory filings.

Contact Information

Lakes Financial Services
601 NW 5th St #5
Brainerd, MN 56401

Phone: (218) 828-8336
Email: inbox@lakesfinancialservices.com

Lakes Financial Services provides personalized financial planning and investment guidance designed around each client’s individual goals. With decades of experience and a relationship-focused approach, the firm helps individuals and families plan confidently for retirement, manage their investments, and build a stronger financial future.
Three people smile outside a building labeled “Lakes Financial Services,” which serves as their trusted Business Home. Two men are shaking hands, and a woman stands beside them. The building is gray with a glass door and the number 601 is visible.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck
Lakes Financial Services ©2026 All Rights Reserved.
Website Design By Mixture Web
Logo for Lakes Financial Services featuring a sunrise over a lake with trees, elegantly designed as a header for your Business Home. The logo includes the company name, Glen Sundberg, established 1997, Brainerd Lakes, MN, and the slogan “Financial Guidance Built Around You.” A dynamic composition that conveys stability and trust—no breakdance needed to appreciate its professional appeal.

Book an Introductory Meeting

With Glen Sundberg