Company Information

Get to know Lake Country Wealth Management

Lake Country Wealth Management is an independent wealth management firm based in Hartland, Wisconsin. It operates as a fiduciary, committed to placing clients' best interests first. The firm provides a comprehensive suite of financial services, including investment management, retirement planning, estate planning, risk management, and tax planning. They emphasize a personalized, client-centric approach, aiming to build long-term relationships and help clients navigate complex financial landscapes to achieve their life goals. The firm is affiliated with LPL Financial, a major broker-dealer, which provides back-office support, regulatory oversight, and access to a wide range of investment products.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Lake Country Wealth Management

United States

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.