Lakeview Financial Group LLC

Lakeview Financial Group LLC (CRD# 139594) is a financial advisory firm headquartered in Seattle, WA. They manage $300,000,000 in 1,171 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    300
    MILLION
  • Total Number of Accounts
    1,171
    ACCOUNTS
  • Average Account Value
    $256,191
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, WA

Financial Advisors at Lakeview Financial Group LLC
Showing 1 - 6 of 6 top financial advisors.
1
Julie A. Back
CRD#: 1690127
1700 Westlake Ave N, Suite 325, Seattle, WA 98109
96
Wealthminder
score

Julie Back (CRD# 1690127) is an Investment Advisor Representative working at Lakeview Financial Group LLC in Seattle, WA and has over 30 years of experience in the finance industry. Julie Back has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John M. Dunstan
CRD#: 1431724
1700 Westlake Ave N, Suite 325, Seattle, WA 98109
96
Wealthminder
score

John Dunstan (CRD# 1431724) is an Investment Advisor Representative working at Lakeview Financial Group LLC in Seattle, WA and has over 31 years of experience in the finance industry. John Dunstan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Maureen E. Jones
CRD#: 1666605
1700 Westlake Ave N, Suite 325, Seattle, WA 98109
96
Wealthminder
score

Maureen Jones (CRD# 1666605) is an Investment Advisor Representative working at Lakeview Financial Group LLC in Seattle, WA and has over 21 years of experience in the finance industry. Maureen Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Briana K. Keydel
CRD#: 2810238
1700 Westlake Ave N, Suite 325, Seattle, WA 98109
96
Wealthminder
score

Briana Keydel (CRD# 2810238) is an Investment Advisor Representative working at Lakeview Financial Group LLC in Seattle, WA and has over 21 years of experience in the finance industry. Briana Keydel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Kristine K. McHugh
CRD#: 4767763
1700 Westlake Ave N, Suite 325, Seattle, WA 98109
93
Wealthminder
score

Kristine McHugh (CRD# 4767763) is an Investment Advisor Representative working at Lakeview Financial Group LLC in Seattle, WA and has over 11 years of experience in the finance industry.

6
Lisa R. Peters
CRD#: 1388182
1700 Westlake Ave N, Suite 325, Seattle, WA 98109
86
Wealthminder
score

Lisa Peters (CRD# 1388182) is an Investment Advisor Representative working at Lakeview Financial Group LLC in Seattle, WA and has over 32 years of experience in the finance industry. Lisa Peters has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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