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Park Lake Advisors Financial Planner Investments in Okemos, Michigan, Lansing, Michigan and a virtual financial planner
  • About
    • Our Firm
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    • Five-Minute Finance Videos
    • The Park Lake Perspective
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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
Ep 11: Trusted Contact and You
4:12
Ep 11: Trusted Contact and You

Park Lake Advisors

Financial Planning and Investment Management for Individuals and Families


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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.
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.
©2026 Park Lake Advisors
  • About
    • Our Firm
    • Fiduciary Commitment
    • Our Team
    • SmartVestor Pro
  • Investment Management
  • Financial Planning
  • Our Fees
  • Resources
    • Five-Minute Finance Videos
    • The Park Lake Perspective
  • Clients
    • Dashboard Log-In
    • NetXInvestor
    • Review Update
  • Contact
    • Contact Us
    • New Client Onboarding
Schedule A Meeting