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Park Lake Advisors Financial Planner Investments in Okemos, Michigan, Lansing, Michigan and a virtual financial planner
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    • Our Team
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  • Prospective Clients
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    • Financial Planning
    • Our Fees
    • Get Started
      • New Client Onboarding
      • Risk Tolerance Questionnaire
      • Planning Questionnaire Download
  • Clients
    • Client Education Classes
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    • CIRStatements
    • NetXInvestor
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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 79: Maximize Your Tax Return: Last-Minute Tips for Filing Taxes
4:13
Ep 79: Maximize Your Tax Return: Last-Minute Tips for Filing Taxes
Ep 85: 8 Smart Ways to Use Your Tax Refund
4:02
Ep 85: 8 Smart Ways to Use Your Tax Refund

©2024 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.

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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