One of the most common questions people ask about Social Security is when they should start taking benefits. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. I have over 25 years of investing experience through many different markets. I pride myself in getting to know my clients the best that I can so that I am able to tailor make a specialized portfolio to suit their goals.
Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. I have over 25 years of investing experience through many different markets. I pride myself in getting to know my clients the best that I can so that I am able to tailor make a specialized portfolio to suit their goals.
Services
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
When he isn't in the office you can catch Glen out on the golf course or walking his dog Teebone. Glen has been an avid golfer for over 50 years. He finds the game similar to portfolio management because both are challenging, humbling, and enjoyable. Each year he puts on a green jacket tournament for his golfing clients.
Our mission is to provide clear, easily understood, explanations of financial products and services. We will personalize a program that can provide a roadmap for you to help you work toward a more secure financial future. Glen will use his diverse experiences to tailor make you a portfolio that suits your specific needs and offer you excellent customer service with a smile!
Glen Sundberg is a graduate of Cental Lakes Community College and St. Cloud State University. He has been in the investment business for over two decades and owns his own business, Lakes Financial Services (LFS). Glen manages client accounts with significant assets. LFS offers stocks, bonds, mutual funds, fixed, equity indexed, variable annuities, REITS, IRA's, IRA rollovers, federal & state tax-exempt investments and other investments.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Reviews (1)
Lucinda Miller
Oct 03, 2020
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Glen Sundberg is a financial expert working with clients to understand the individual needs to strategically help reach your goals. The advantage Glen offers is keeping you informed with personal phone calls to talk about the next steps. His partnership is lifelong to keep you on track with decisions that set your financial status above the expectation of the goals. I highly recommend Glen Sundberg as a trusted partner in your financial planning.
