Brian C. Lake, CRPC

Brian C. Lake, CRPC Financial Advisor at Ameriprise Financial Services, LLC It's an opportunity to get to know an advisor and share your goals and dreams.

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confiden

t, connected and always in control of your financial life. Areas of focus
Wealth Preservation Strategies
Investments
Tax Planning Strategies
Retirement Planning Strategies
Retirement Plan Distribution
Estate Planning Strategies
Family Finances
Working Together





Meeting with an Ameriprise financial advisor is an important first step. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. What to expect
Professional help in clarifying your financial goals and priorities
If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
Accurate information about our tailored solutions, including risks, benefits and costs





Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

This Memorial Day, we remember those who gave their lives in service to our country.
05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

If higher inflation has you concerned about your financial position, let’s connect. I can help you make sense of any per...
05/23/2026

If higher inflation has you concerned about your financial position, let’s connect. I can help you make sense of any personal and portfolio impacts.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

For many financially solo adults, independence isn’t a temporary phase.New research from Ameriprise Financial shows long...
05/22/2026

For many financially solo adults, independence isn’t a temporary phase.

New research from Ameriprise Financial shows long‑term financial autonomy shapes how people set priorities, plan ahead, and define their goals — regardless of future relationship changes.

05/02/2026

Recent developments in the Middle East have created heightened global uncertainty, including for U.S. investors and consumers. Ameriprise Financial Chief Economist Russell Price offers perspective on how the conflict in Iran may influence the markets and U.S. economy.

Even years with positive returns can include meaningful drawdowns. I can guide you through the volatility and keep your ...
05/01/2026

Even years with positive returns can include meaningful drawdowns. I can guide you through the volatility and keep your focus on long-term goals. Let’s talk.

Are you getting the most out of your 401(k)? Here are seven considerations to help you maximize your employer sponsored ...
04/29/2026

Are you getting the most out of your 401(k)? Here are seven considerations to help you maximize your employer sponsored plan.

Are you getting the most out of your 401(k)? Here are seven considerations to help you maximize your employer sponsored plan.

Get more value out of your 401(k) by following these 8 steps.

04/28/2026

Strong corporate earnings remain a bright spot in the current market environment. Despite continued geopolitical headwinds and elevated oil prices, the S&P 500 is on track for the sixth straight quarter of profit growth in Q1. Read more in this recent update from the Ameriprise Investment Research Group.

04/26/2026

Learn more about why market turbulence may obscure longer-term positives
in this report from the Ameriprise Investment Research Group.

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concer...
04/25/2026

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concerned about the potential impact on your investment portfolio, let’s connect.

5 midterm market trends to watch — and what it means for your portfolio.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
04/24/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

Address

4481 Munson NW Suite 304
Canton, OH
44718

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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