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    Bluelake Wealth Advisors

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    Description

    • When thinking about investing or working with a financial planner, many people feel overwhelmed because they dont 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 arent 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 Advisor, INc. 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.
    • location

      Headquarters:745 Mcclintock Drive Suite 120, Burr Ridge, Illinois, United States

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    • Bluelake Wealth Advisors phone

      Phone Number: +1 630-686-3900

    • Bluelake Wealth Advisors website

      Website: https://www.bluelakewealth.com

    • Bluelake Wealth Advisors employees

      Employees:8

    • Bluelake Wealth Advisors revenue

      Revenue:$1 - 10M

    • Bluelake Wealth Advisors legal name

      Legal Name:Bluelake Wealth Advisors

    • Bluelake Wealth Advisors's Social Media

      Bluelake Wealth Advisors linkedin Bluelake Wealth Advisors facebook Bluelake Wealth Advisors twitter
    • done Is this data correct?

    • |  NAICS Code: 541611  |

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    Person level website identification

    President And Managing Director for Bluelake Wealth Advisors

    Joseph Fishella

    President And Managing Director

    Person level website visitor identification

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    View Employees

    Joseph Fishella

    President And Managing Director

    Dan Swanson

    Managing Partner

    Keri Kujawa

    Client Experience Manager

    Frequently Asked Questions regarding Bluelake Wealth Advisors

    • Where are Bluelake Wealth Advisors's Headquarters?

      Bluelake Wealth Advisors's Headquarters are in 745 Mcclintock Drive Suite 120,Burr Ridge,Illinois,United States

    • What is Bluelake Wealth Advisors's phone number?

      Bluelake Wealth Advisors's phone number is +1 630-686-3900

    • What is Bluelake Wealth Advisors's official website?

      Bluelake Wealth Advisors's official website is https://www.bluelakewealth.com

    • What is Bluelake Wealth Advisors's Revenue?

      Bluelake Wealth Advisors's revenue is $1 - 10M

    • What is Bluelake Wealth Advisors's NAICS code?

      Bluelake Wealth Advisors's NAICS code is 541611

    • How many employees are working in Bluelake Wealth Advisors

      Bluelake Wealth Advisors has 8 employees

    • What is Bluelake Wealth Advisors's Industry?

      Bluelake Wealth Advisors is in the industry of Financial Services

    • Who is Bluelake Wealth Advisors's President And Managing Director?

      Bluelake Wealth Advisors's President And Managing Director is Joseph Fishella

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