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Invested in you–Invested in community

What makes us different?

With over 100 volunteer hours per team member each year we are proud to be a part of the greater Milwaukee community. For us, “Invested in you–Invested in community” is so much more than investing money. It’s being invested in your dreams, your planning, your family, and your outcomes. We strive to be invested in the community and compassionately helping those in need.
about us

What do we provide?

  • Service, value and trust
  • Analysis of your risk assessment to fit your specific needs and goals
  • Helping you in what matters most for your future goals with a personalized plan​
  • Tailored advice to help build financial confidence​
our services
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Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS is not affiliated with Lakeview Wealth Strategies.
Kestra IS and Kestra AS do not offer tax or legal advice. Disclosures

The Fiduciary Duty standard of care applies to investment advisory services and includes duty of care for duration of advisory-client relationship. Firm does not serve in a fiduciary capacity with respect to all products or services. Fiduciary standards or fiduciary duties do not apply, for example, when offering insurance or brokerage products/services.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services and Investment Advisor Representatives of Kestra Advisory Services may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Compliance Department at 512-697-6000.

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.© COPYRIGHT 2020. ALL RIGHTS RESERVED.
Created for Lakeview Wealth Strategies by Angela Carolyn Design.