Lake Financial Group Advertising Profile
Lake Financial Group Company Overview:
Lake Financial Group is an independent, financial planning firm focused on helping individuals and small businesses in our community. We believe in using a holistic and educational approach to financial planning making sure our clients not only understand what they are doing but why they are doing it. At Lake Financial Group, our team consists of four local advisors as well as specialists from our branch office located in Milwaukee. Our areas of specialty include: retirement planning, estate planning, income tax strategies, investment and asset allocation strategies, education planning, insurance review and analysis (life, disability, long term care). For our small business clients, we develop customized retirement plans and non-qualified deferred compensation strategies. We are an independent, non-proprietary firm with the ability to offer investment and insurance strategies from over 100 companies. Call today to set up an introductory meeting to learn more about our services. Let us help you navigate the financial world and reach your goals one step at a time.
Primary Address
102 E Pier Street
Port Washington, WI 53074
Lake Financial Group Advertising Agencies
Explore a detailed list of current and past ad agencies that work with Lake Financial Group. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of Lake Financial Group's advertising agencies at your fingertips you will quickly be able to answer questions like these:
How many brands does Lake Financial Group have?
Lake Financial Group has 1 unique brands.
How much does Lake Financial Group spend on media?
It is unknown how much Lake Financial Group spends on media.
Lake Financial Group Marketing Team
Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire Lake Financial Group marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:
Who is the CMO at Lake Financial Group?
The chief marketing officer at Lake Financial Group is N/A.
How big is the Lake Financial Group Marketing Team?
There are 1 staff members currently involved in marketing for Lake Financial Group.
Lake Financial Group Ad Spend 2025
This section digs into the specifics of the advertising spend at Lake Financial Group and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.
Lake Financial Group Advertising Spend
Winmo provides comprehensive data detailing annual advertising spend for Lake Financial Group, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.
Lake Financial Group Media Mix
Explore a detailed breakdown of the last 12 months media spending for Lake Financial Group across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.
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Lake Financial Group Social Media Marketing Ad Spend
See whether Lake Financial Group is spending on social media platforms like X, TikTok, Facebook, Instagram and Pinterest, as well as how active it is on YouTube desktop, iOS or Android.