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Park Lake Advisors Financial Planner Investments in Okemos, Michigan, Lansing, Michigan and a virtual financial planner
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  • Prospective Clients
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    • Our Fees
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      • New Client Onboarding
      • Risk Tolerance Questionnaire
      • Planning Questionnaire Download
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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
Schedule Now
Ep 23: Trends in Charitable Giving
4:21
Ep 23: Trends in Charitable Giving
Ep 77: Give and Save: How Donating Appreciated Stocks Can Help Your Taxes and Charity
3:36
Ep 77: Give and Save: How Donating Appreciated Stocks Can Help Your Taxes and Charity

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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.

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  • 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.
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  • Our Firm
    • Our Team
    • SmartVestor Pro
    • Fiduciary Commitment
  • Prospective Clients
    • Investments
    • Financial Planning
    • Our Fees
    • Get Started
      • New Client Onboarding
      • Risk Tolerance Questionnaire
      • Planning Questionnaire Download
  • Clients
    • Client Education Classes
    • Dashboard Log-In
    • CIRStatements
    • NetXInvestor
    • Review Update