Partner With Us

When you partner with our Wealth Management team, your clients gain expert fiduciary support while continuing to work with the advisor they know and trust.

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What You Can Expect from a Lake Ridge Partnership

Our goal is simple: to support your clients with trusted fiduciary services while strengthening the relationships you’ve built.

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You Keep the Relationship

Your clients continue working with you, while we serve as a professional fiduciary, trustee, or financial power of attorney.

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We Handle the Complexity

Our experienced team manages living, charitable, special needs, and other trusts with expertise and care.

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Local and Accessible

With a Madison-based team and decision-making, your clients receive responsive, personal service every step of the way.

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Proven, Collaborative Approach

We’ve partnered with external advisors, attorneys, and money managers for decades, creating seamless experiences for clients.

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Experience You Can Rely On

Our Wealth Management professionals bring over 300 years of combined expertise in fiduciary law, estate administration, investment strategy, and tax planning.

Supporting Services to Strengthen the Relationship

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Investment Management

Help clients grow and manage their assets with disciplined, relationship-driven investment strategies. Our team provides thoughtful portfolio construction and ongoing guidance, aligned to each client’s goals and risk tolerance.

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Fiduciary Services

When your clients need an independent trustee, executor, or agent, our fiduciary services offer experience, objectivity, and care. We step in where complexity or neutrality matters most.

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Financial Planning

Support clients through life’s milestones with comprehensive financial planning. From cash flow and tax considerations to long-term goals, our planning approach brings clarity and confidence.

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Retirement Planning

Help clients prepare for retirement with strategies built around income planning, longevity, and peace of mind. We work closely with clients to create plans they can rely on through every stage.

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Get In Touch to Get Started

Frequently Asked Questions

Can I reverse or cancel a payment?

No, Zelle® payments cannot be reversed. You can only cancel a payment if the person you sent money to hasn’t yet enrolled with Zelle®. To check whether the payment is still pending because the recipient hasn’t yet enrolled, you can go to your activity page, choose the payment you want to cancel, and then select “Cancel This Payment.” If you do not see this option available, please contact our customer support team at 608-223-3000 for assistance with canceling the pending payment. If the person you sent money to has already enrolled with Zelle® through their bank or credit union’s mobile app or online banking, the money is sent directly to their bank account and cannot be canceled. This is why it’s important to only send money to people you know and trust, and always ensure you’ve used the correct email address or U.S. mobile number when sending money. If you sent money to the wrong person, please immediately call our customer support team at 608-223-3000 to determine what options are available.

Do I need to transfer my account to my Dealer-Broker if I am NOT selling or purchasing LRBI stock?

No, we recommend you continue to hold your account with ClearTrust, LLC, unless your Dealer-Broker requests you transfer the stock into street-name. Please note, there is a fee associated with transferring your account. 

Will I continue to have access to my account online through Clear Trust, LLC?

Yes – access to your account online will not be impacted. Register your Lake Ridge Bancorp, Inc. account online via Clear Trust, LLC. – www.cleartrustonline.com/contact This will allow you to make updates to your profile such as updates to your address and banking information for dividend direct deposits, and to view tax info and quarterly statements.

Now that the bank is on a public market, will my shares that I currently own in Lake Ridge Bancorp, Inc. be diluted?

No – you will continue to hold the same number of shares of stock of Lake Ridge Bancorp, Inc. Lake Ridge Bancorp, Inc. is not currently offering additional shares of common stock to investors. Rather the use of OTCQX is for existing and potential investors to acquire shares form current shareholders who are interested in selling.

As an out of state resident, will I be able to participate in the DRIP?

No – due to SEC regulations, the DRIP program is still restricted to Wisconsin residents only.

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