Lakeman Financial Launches the Lakeman Financial Foundation

Lakeman Financial recently announced that it has launched a donor-advised fund with Fidelity Charitable’s Giving Account. Fidelity Charitable is 501(c)(3) public charity. - December 31, 2020

Dave Ramsey Organization Announces Asa Lakeman, CFP®, CFS of Lakeman Financial as a Smartvestor Pro

Outstanding client service, ethics, and professionalism have enabled Asa Lakeman CFP®, CFS Financial Advisor and President of Lakeman Financial, to achieve a position as a SmartVestor Pro by the Dave Ramsey organization. To attain the SmartVestor Pro status, financial professionals must agree... - May 03, 2020

Institute of Business & Finance Announces a New CFS® Designee

Institute of Business & Finance Announces a New CFS® Designee The Institute of Business & Finance (IBF) recently awarded Asa Lakeman with the first nationally recognized mutual fund designation, CFS® (Certified Fund Specialist®). This graduate-level designation is conferred... - April 24, 2020

Experienced Financial Planner Launches Lakeman Financial to Better Serve Clients

Asa J Lakeman, CFP®, CFS (Certified Fund Specialist) is pleased to announce the formation of Lakeman Financial. Asa brings with him nearly two decades of experience helping businesses and families pursue their financial goals. Asa has achieved the Certified Fund Specialist and Certified... - February 29, 2020

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