Experienced Financial Planner Launches Lakeman Financial to Better Serve Clients
Grand Rapids, MI, February 29, 2020 --(PR.com)-- Asa J Lakeman, CFP®, CFS (Certified Fund Specialist) is pleased to announce the formation of Lakeman Financial. Asa brings with him nearly two decades of experience helping businesses and families pursue their financial goals. Asa has achieved the Certified Fund Specialist and Certified Financial Planner™ designations as well as the Series 7 General Securities Representative and Series 66 Uniform Combined State Law registrations.
Asa chose to launch Lakeman Financial to better serve his clients. “After helping clients for more than 17 years, I’m proud to announce the formation of Lakeman Financial. I look forward to continuing to offer personalized investment advice and financial planning with my partner organizations VantagePointe Financial and my broker-dealer, Royal Alliance Associates, Inc. Together we will help our clients pursue their financial goals and dreams!”
President of VantagePointe Financial Group, David Pasciak, commented, “Asa brings energy, experience, & knowledge to his clients. Combined with a great client service model and customized advice, we are looking forward to Asa being a valued partner with us in the coming years.”
About Lakeman Financial
Based in Grand Rapids, MI, Lakeman Financial is a division of VantagePointe Financial Group, an independent financial services firm who provides individuals, small businesses and families with investment, retirement, estate, insurance and business planning. For more information, please visit www.lakemanfinancial.com.
Securities and investment advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. Lakeman Financial is a member of VantagePointe Financial Group. 3333 Evergreen NE, Ste. 200, Grand Rapids, MI 49525. Registered Branch Number: 616-534-9623 18226390-2/20
Asa chose to launch Lakeman Financial to better serve his clients. “After helping clients for more than 17 years, I’m proud to announce the formation of Lakeman Financial. I look forward to continuing to offer personalized investment advice and financial planning with my partner organizations VantagePointe Financial and my broker-dealer, Royal Alliance Associates, Inc. Together we will help our clients pursue their financial goals and dreams!”
President of VantagePointe Financial Group, David Pasciak, commented, “Asa brings energy, experience, & knowledge to his clients. Combined with a great client service model and customized advice, we are looking forward to Asa being a valued partner with us in the coming years.”
About Lakeman Financial
Based in Grand Rapids, MI, Lakeman Financial is a division of VantagePointe Financial Group, an independent financial services firm who provides individuals, small businesses and families with investment, retirement, estate, insurance and business planning. For more information, please visit www.lakemanfinancial.com.
Securities and investment advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. Lakeman Financial is a member of VantagePointe Financial Group. 3333 Evergreen NE, Ste. 200, Grand Rapids, MI 49525. Registered Branch Number: 616-534-9623 18226390-2/20
Contact
Lakeman Financial
Asa Lakeman
616-988-9794
www.lakemanfinancial.com
Asa Lakeman
616-988-9794
www.lakemanfinancial.com
Contact
Categories