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Joshua J Lake, Private Wealth Advisor serving the Miamisburg, OH area - Ameriprise Advisors

Joshua J Lake

CFP®, CRPC, APMA

Private Wealth Advisor

Beyond Wealth Advisors
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 2 reviews

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

Areas of focus

  • Estate Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelors of Science (B.S.) in Business; Financial Services, Wright State University

Awards & recognition

  • Beyond Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023
  • AdvisorHub Advisors to Watch (under $1Bil), 2022
  • Forbes Best-in-State Wealth Advisors, 2021-2023
  • Ameriprise Circle of Success, 2013, 2015-2023
  • Dayton Business Journal Forty Under 40, 2017

Previous experience

  • United States Air National Guard, Staff Sergeant, 2000-2006
  • CitiGroup Smith-Barney, Financial Planning Assistant, 2004-2005

Community participation

Miami Valley Down Syndrome Association (MVDSA)

First Baptist Church of Kettering

Shoes4theshoeless

The Dayton Foodbank

Interests

I value spending quality time with my wife (Jenny) and our children, Owen, Olivia, Oliver (with our Lord in Heaven), Orora, Oriana and Olive. Things are pretty busy in our household; most days you will find us running between Cub Scouts, Soccer, Dance, Swim and Basketball, attending events with the Down Syndrome Association to support Olivia and watch her grow, visiting Oliver's resting place, trying to keep up with our wildly entertaining twin girls, Orora and Oriana or playing with "baby" Olive.

When I can make free time, I enjoy a game of golf or tennis and catching up with close friends.

We are blessed and very grateful for it. :)