Justin Behm
Financial Advisor and Managing Partner at Lake Financial Group
- Role
- Financial Advisor and Managing Partner at Lake Financial Group
- Location
- Port Washington, WI, US
- LinkedIn followers
- 500 followers
About Justin Behm
I understand the importance of developing customized strategies for each of my clients based on their needs. I provide financial planning, wealth protection strategies, management, and estate strategies through a broad range of financial products and services. As a financial professional with Equitable Advisors, LLC, I offer insurance and investment strategies through over 100 companies, through the Equitable Network, LLC, an insurance-brokerage affiliate. I currently hold FINRA Securities Registrations Series 7, 63 and 65 in addition to Life and Health Insurance licenses. I strive to provide the highest level of financial services available by helping my clients identify and prioritize their goals, offering strategic guidance specific to their needs, and implementing the strategies that work best for them.
Experience
Financial Advisor and Managing Partner
May 2011 — Present · Port Washington, WI, US
CA Insurance Lic.#9J17165Help families and small businesses plan for the future and the unexpected.Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer / Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. Lake Financial Group is not owned or operated by Equitable Advisors or its affiliates.
Education
St. Norbert College
BA
1999 — 2003
Skills
- Financial Planning
- Coaching
- Excel
- Retirement Planning
- Problem Solving
- Insurance
- Investments
- Powerpoint
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