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Lake Ridge Financial

Lake Ridge Financial is a diversified financial services company dedicated to providing clients with trusted, objective, competent professional financial advice and solutions. Securities & advisory services are offered through LPL Financial (LPL), a registered investment advisor & broker-dealer (member FINRA/SIPC). & Insurance products are offered through LPL or its licensed affiliates. Lake Ridge Bank & Lake Ridge Financial are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products & services using Lake Ridge Financial & may also be employees of Lake Ridge Bank. These products & services are being offered through LPL or its affiliates, which are separate entities from, & not affiliates of, Lake Ridge Bank & Lake Ridge Financial. Securities & insurance offered through LPL or its affiliates are: • Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed • Not Bank Deposits or Obligations • May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial & have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Lake Ridge Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit for more information.

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HeadquartersCross Plains, United StatesEmployees11(1 to 10)Websitelakeridge.financialLinkedIn profileLinkedIn

Verified contacts

9

available on Kipplo

LinkedIn employees

11

1 to 10 range

Open roles

—

no listings

Distinct roles

7

indexed titles

Tech stack

1

tools in use

Monthly traffic

29

organic / mo

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Decision-makers and verified team members

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Top roles at Lake Ridge Financial

7 distinct titles indexed · top 7 shown.

  • 3client services coordinator
  • 1associate advosr
  • 1bookkeeping & personal income tax
  • 1finance advisor
  • 1fpqp, assistant vice president of operations and marketing
  • 1senior client services coordinator
  • 1trust officer

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