Skip to content
Check the background of this financial professional on FINRA's BrokerCheck
Park Lake Advisors Financial Planner Investments in Okemos, Michigan, Lansing, Michigan and a virtual financial planner
  • About Us
    • Our Firm
    • Fiduciary Commitment
    • Our Team
    • SmartVestor Pro
  • Insights
    • Five-Minute Finance Videos
    • The Park Lake Perspective
  • Services
    • Investments
      • Elements Portfolio Series
    • Financial Planning
    • Our Fees
  • Clients
    • Dashboard Log-In
    • CIRStatements
    • NetXInvestor
    • Review Update
  • Contact Us
    • Contact Us
    • Schedule Meeting
  • New Client Onboarding
  • Schedule A Meeting
Check the background of this financial professional on FINRA's BrokerCheck
Park Lake Advisors Financial Planner Investments in Okemos, Michigan, Lansing, Michigan and a virtual financial planner
  • capitol building, washington
    News

    The SECURE Act

    Byadmin January 6, 2020June 9, 2022

    The SECURE Act Long-established retirement account rules change.  The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will require a change…

    Read More The SECURE Act

  • Newsletter

    Financial Fitness, Charitable Giving, Porch Pirates and Cyber Scams

    Byadmin December 22, 2019November 2, 2020

    The last month of 2019 is important for both reflecting on the things that went right during the year, but also the things that didn’t go the way we wanted. We also wanted to reflect on some of the important articles of December. Do you consider yourself to be financially healthy? Financially coping? Financially vulnerable?…

    Read More Financial Fitness, Charitable Giving, Porch Pirates and Cyber Scams

  • Newsletter

    Cost of Streaming, Medicare Part B Increase, Gift Card Scams and the End of the Charging Bull Era.

    Byadmin November 24, 2019November 2, 2020

    As we head into the end of the year (and the holiday season), we take a moment to reflect on some important articles and topics from the past month. People are cord-cutting and adding streaming services at a rapid rate. Whether or not you’re saving (enough) for your financial goals, it’s important to understand the…

    Read More Cost of Streaming, Medicare Part B Increase, Gift Card Scams and the End of the Charging Bull Era.

©2025 Park Lake Advisors

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC to residents of California, Colorado, Florida, Indiana, Kansas, Michigan, Ohio, Texas and Virginia. Advisory services through Cambridge Investment Research Advisors, Inc, Registered Investment Advisor. Park Lake Advisors and Cambridge are separate and unrelated companies.

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

  • Representatives of a Registered Broker-Dealer (“BD”) or a Registered Investment Advisor (“IA”) may only conduct business in a state if the representative and BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
  • Representatives of BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

Cambridge’s Form CRS (Customer Relationship Summary)

Privacy Policy

Cookie Policy

Terms & Conditions

  • About Us
    • Our Firm
    • Fiduciary Commitment
    • Our Team
    • SmartVestor Pro
  • Insights
    • Five-Minute Finance Videos
    • The Park Lake Perspective
  • Services
    • Investments
      • Elements Portfolio Series
    • Financial Planning
    • Our Fees
  • Clients
    • Dashboard Log-In
    • CIRStatements
    • NetXInvestor
    • Review Update
  • Contact Us
    • Contact Us
    • Schedule Meeting
  • New Client Onboarding
  • Schedule A Meeting