Lake Ridge Financial
Lake Ridge Financial, located inside of Lake Ridge Bank offers trusted advice and tailored strategies to help you navigate life’s financial journey with clarity and confidence.
Financial Guidance You Can Count On
Lake Ridge Financial provides personalized strategies, expert advice, and long-term partnership to help you pursue your financial goals with confidence.
Tailored Financial Plans
From retirement to education savings, we create customized strategies that align with your unique goals and life stage.
Experienced, Local Advisors
Serving Dane, Rock, and Sauk County with decades of combined expertise and a commitment to your success.
Trusted, Ongoing Support
We’re here to guide you through life’s financial decisions—today, tomorrow, and into the future.
Convenient, In-Branch Access
Located inside Lake Ridge Bank for seamless service and easy collaboration with your banking team.
Comprehensive Strategies for Your Future
Investments
We offer personalized, goal-based investment strategies designed to match your risk tolerance, time horizon, and financial objectives.
Retirement
Our approach blends qualified plans, Social Security, personal savings, and investments—giving you a comprehensive strategy to help ensure your nest egg lasts as long as you do.
Insurance
A sound insurance strategy protects your family from life’s unexpected events—combining personal and liability coverage to provide a financial safety net.
Top Savings Lessons Every Parent and Grandparent Should Teach Their Kids
Lake Ridge Bancorp Reports Record Net Income for 2025
How We Became Lake Ridge Bank
How to Make Banking Easier (and Safer): Sign up for ACH and Positive Pay
Check the background of Lake Ridge Financial on BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Lake Ridge Bank and Lake Ridge Financial are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Lake Ridge Financial and may also be employees of Lake Ridge Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lake Ridge Bank and Lake Ridge Financial. Securities and 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
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 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 https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value
