When thinking about investing or working with a financial planner, many people feel overwhelmed because they don’t understand the process or details. At BlueLake Wealth Advisors, we want to change this. By choosing to work with us, you can feel confident knowing we are committed to providing you a simplified process that breaks down many of the burdensome aspects of financial planning. We are independent advisors, which means that we aren’t tied to any proprietary products or services. We proactively guide you in the financial decision-making process, answering your questions and providing the resources you and your family require to make educated decisions that will serve your best interests, not ours. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Bluelake Wealth Advisors is not affiliated with Kestra IS or Kestra AS. or any other entity mentioned herein. http://www.finra.org/ https://www.sipc.org/ This profile is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Advisory Services, LLC Compliance Department at 512-697-6000.
View Top Employees from BlueLake Wealth AdvisorsWebsite | http://www.bluelakewealth.com |
Revenue | $9 million |
Employees | 14 (12 on RocketReach) |
Founded | 2016 |
Address | 745 McClintock Dr. Suite 120, Burr Ridge, Illinois 60527, US |
Phone | (630) 686-3900 |
Fax | (630) 686-3907 |
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Industry | Financial Services, Investment Banking, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
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The BlueLake Wealth Advisors annual revenue was $9 million in 2024.
Dan Swanson is the Managing Partner of BlueLake Wealth Advisors.
12 people are employed at BlueLake Wealth Advisors.
BlueLake Wealth Advisors is based in Burr Ridge, Illinois.
The NAICS codes for BlueLake Wealth Advisors are [52393, 5239, 523, 52].
The SIC codes for BlueLake Wealth Advisors are [628, 62].