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Lake Elmo Financial

Planning doesn’t have to be difficult.

Our team will help you develop strategies to help meet your goals – for your future and the future of those most important to you. Our recommendations are based on what’s best for you and your long-term needs.

Lake Elmo Financial allows you to take care of your financial needs in one convenient location. Whether you are looking to help reduce taxes, potentially increase income or start building a retirement portfolio, at Lake Elmo Financial, you will find the products and services you expect from a full-service brokerage firm, along with the service you count on from people you know and trust.

The following plans are available:
  • Retirement Income Planning
  • 401(k) Rollover Planning
  • IRAs
  • Asset Allocation Advice
  • 529 College Savings Plans
  • Mutual Funds, Stocks and Bonds
  • Life Insurance
  • Long-Term Care

*Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a Broker-Dealer and a Registered Investment. Investments are: Not FDIC/NCUSIF Insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Cetera is under separate ownership from any other named entity.
All investing involves risk, including the possible loss of principal. There is not assurance that any investment strategy will be successful. Asset allocation is an investment strategy that will not guarantee a profit or protect you from loss. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Located at : Lake Elmo Bank • 11465 39th Street North • Post Office Box 857 • Lake Elmo MN 55042 • 651.773.4758