Joshua J. Lake,  CFP<sup>&reg;</sup> - Financial Advisor

Joshua J. Lake, CFP®

CRPC®, APMA®

CEO | Private Wealth Advisor

Beyond Wealth Advisors-Ameriprise

2385 Miami Village Drive, Suite 101
Miamisburg, OH 45342
FINANCIAL ADVISOR'S WEBSITE
844.LAKE.AMPF
(937) 312-8172

General

Joshua Lake is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Beyond Wealth Advisors-Ameriprise in Miamisburg, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Retirement Counselor® (CRC®)
  • Other - Accredited Portfolio Management Advisor (APMA)

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Helpful Financial Planning Resources