Lakeview Wealth Partners
Financial Services • • 1-10 Employees
Company overview
| Headquarters | XX |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
Key Contact at Lakeview Wealth Partners
Mark Funk
Co-founder & Partner
About Lakeview Wealth Partners
Lakeview Wealth Partners is a generational wealth management firm rooted in Northwestern Mutual’s business practices and values. We take a holistic approach to financial planning, bringing everything together giving you confidence and clarity. Retirement seldom looks the same. It’s important we focus on YOUR vision, dreams and goals. You likely have many financial pieces in place but may not have a clear plan. We will guide you through collaborative fundamental planning that is tactical and efficient. You’ve worked hard and are coming up to the next stage of life: enjoying retirement and leaving a meaningful legacy. Lakeview Wealth Partners have over 100 years of collective financial planning experience and we are pouring into the next professional generation to continue our firm’s relationship and commitment to and through our client’s retirement. This means that we are NOT ONLY planning for you, but also your children and grandchildren. Creating a legacy of financial security that starts with you. You’ve earned it, and it’s a beautiful view.
Lakeview Wealth Partners revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Lakeview Wealth Partners has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Lakeview Wealth Partners has never raised funding before.
Canada
Lithuania
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