Advisor at Lake State Financial Inc
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Location
Anchor Point, AK
Credentials
Series 65
Industry experience
2 years
Joseph Boettner is a financial advisor at Lake State Financial Inc with a Series 65 designation and two years of industry experience. He has been associated with Lake State Financial Inc since 2023 and is also involved with Lake State Companies LLC, a holding company. Lake State Financial Inc provides discretionary investment management primarily to individual clients, using a passive investment approach focused on index mutual funds and ETFs combined with fundamental and technical analysis to guide portfolio adjustments. The firm manages approximately $2.79 million in discretionary assets and emphasizes asset allocation and periodic rebalancing.
$1 - $500,000: 2.00% $500,001 - $2,000,000: 1.50% $2,000,001+: 1.00%
Account minimum: $100,000 Minimum fee: $3,000 minimum annual fee Fee-only: Advisory fees based on assets under management; no commissions accepted; no other compensation received
Anchor Point, AK
Alaska
Lake State Financial Inc
2023 - Present (3 years)
Lake State Companies LLC
2012 - Present (14 years)
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