Financial Guidance Wherever Life Takes You
Two Locations. The Same Personal Commitment.
With our main office in Brainerd, Minnesota, and a seasonal location in North Port, Florida, Lakes Financial Services provides personalized financial guidance with the flexibility to serve clients wherever life takes them.
Whether you're a year-round Minnesota resident, spend your winters in Florida, or live elsewhere in the country, we're committed to maintaining the personal relationships and attentive service our clients have come to expect.
Whether you're a year-round Minnesota resident, spend your winters in Florida, or live elsewhere in the country, we're committed to maintaining the personal relationships and attentive service our clients have come to expect.
Brainerd, Minnesota
Our Main Office | Open Year-Round
Our Brainerd office is the primary home of Lakes Financial Services, serving clients throughout the Brainerd Lakes Area and beyond.
With full-time staff available at this location, clients have a welcoming, accessible place to receive assistance, ask questions, and connect with our team throughout the year.
Whether you're stopping by for assistance or scheduling a financial planning meeting, our Brainerd office is here to support your needs.
With full-time staff available at this location, clients have a welcoming, accessible place to receive assistance, ask questions, and connect with our team throughout the year.
Whether you're stopping by for assistance or scheduling a financial planning meeting, our Brainerd office is here to support your needs.
Office Address
601 NW 5th Street, Suite 5
Brainerd, MN 56401
Phone: (218) 828-8336
Availability: Open Year-Round
Staffing: Full-Time Office Staff Available
North Port, Florida
Our Seasonal Location | November – April
For clients who spend their winters in Southwest Florida, Lakes Financial Services offers a seasonal location in North Port.
This location provides an opportunity to meet in person, review your financial goals, discuss investments, and plan for the future while enjoying the winter months in Florida.
Meetings at our North Port location are available by appointment only. Please contact us in advance to arrange a convenient meeting time.
This location provides an opportunity to meet in person, review your financial goals, discuss investments, and plan for the future while enjoying the winter months in Florida.
Meetings at our North Port location are available by appointment only. Please contact us in advance to arrange a convenient meeting time.
Office Address
5131 Laurel Oak Ct
North Port, FL 34287
Phone: (218) 828-8336
Seasonal Availability: November – April
Office Visits: By Appointment Only
