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Brian Lake, Financial Advisor serving the Canton, OH area - Ameriprise Advisors

Brian Lake

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Great Lakes Advisor Group
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 20 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Family Finances

Interests

  • I am a huge sports fan. In the summer you may see me at a Cleveland Guardians (I want to keep saying Indians) game, and in the winter I will be pulling for the Cleveland Browns and Cleveland Cavaliers.
  • My family and I enjoy boating, fishing and the outdoors. We live on Myers Lake in Canton, Ohio and try to spend a lot of time on the lake in the summer.
  • When I get the chance, I also enjoy traveling. Some of my of the highlights for me have been an Alaskan cruise as well as a trip to Southern Spain and Africa.

Awards & recognition

  • Great Lakes Advisor Group, Ameriprise Client Experience Award, 2020-2021

Qualifications

  • CRPC - Chartered Retirement Planning Councelor
  • Series 7, 9, 10, 23, 66 Security Licenses through Finra

Education

  • Bachelor of Business Administration, Kent State University, Kent, Ohio
  • Chartered Retirment Planning Counselor, College for Financial Planning, Denver,

Professional associations

  • City of Canton Chamber of Commerce
  • Kent State University Alumni

Community participation

  • Canton Chamber of Commerce
  • March of Dimes