Springlake Financial Partners
SEC RegisteredTo be the indispensable partner for our clients, delivering tailored wealth management.
About the firm
Springlake Financial Partners is an independent wealth management firm helping individuals, families, and business owners enhance every aspect of their financial life. They take an objective and unbiased approach to understanding each client's complete financial picture, then create, implement, monitor, and manage a financial plan aligned to the client's needs, wants, and wishes.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Total wealth management, including creating, implementing, monitoring, and managing financial plans with tailored strategies aligned to each client's unique needs.
Who they serve
Individuals and families, retirees, business owners, and corporate executives who desire a partner to guide them through financial complexities.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 25 | $13M |
| High Net Worth Individuals | 29 | $91M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 0.85% |
| Next $3,000,000 | 0.65% |
| Next $5,000,000 | 0.50% |
| Above $10,000,000 | 0.35% |
Data as of April 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Springlake Financial Partners has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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