Asa Lakeman

Asa Lakeman

Financial Advisor

Visit my web site!

Phone: (616) 988-9794
Fax: (616) 534-1340
E-mail:


 

Philosophy

My mission as a financial advisor is to help you acquire, maintain, and protect their wealth in a tax advantaged manner. My pledge is to always put the client first. If you put the client first, then everything else comes with it such as providing the most appropriate recommendations I can, customer service, and making ongoing changes as your personal situation & external factors, such as the economy, change.

Professional Personal Services

  • Roth IRAs
  • 401(k) Plans
  • Pension Plans
  • Personal Financial Needs Analysis
  • Estate Protection Strategies
  • Life Insurance
  • Long-term Care Insurance
  • Retirement Planning Products
  • Investments
  • Mutual Funds
  • Variable Annuities
  • Fixed Annuities
  • Stocks, Bonds, & Certificates of Deposit
  • Wrap Investment Programs
  • Separate Accounts
  • Real Estate Investment Trusts
  • Limited Partnerships

 

Professional Qualifications

  • 2010 Investment Sales Leader
  • 2009 Investment Sales Leader
  • 2003 New Fast Start Agent of the Year
  • 2002 Rookie of the Year
  • BBA Grand Valley State University - 2002
       - Double Major: Finance and Management
  • Community Service
    When I'm not busy helping people with their finances I'm busy with helping out the community in other areas.

    Currently I serve on:
    Grand Valley State University Board of Directors
    *Executive Board, Secretary & Treasurer
    *Chair; Community Outreach Committee
    *Nominating Board Member
    Founding Member, GVSU Young Alumni Council

    My activity through my volunteerism and responsibilities at the Alumni Association has led me to work with many charitable organizations including the following:
    *Habitat for Humanity
    *Kids Food Basket
    *Feeding America West Michigan
    *American Cancer Society Relay for Life
    *Renucci House at DeVos Childrens Hospital
    *Blandford Nature Center
    *Friends of GR Parks
    *Love, Inc
    *Salvation Army
    *Cesar Chavez March
    *Degage Ministries
    *Mel Trotter Ministries
    *John Ball Zoo Society
    *Land Conservancy of West Michigan
    *Camp Blodget
    *God's Kitchen

Personal

  • Raised in Hamilton, Michigan
  • Currently reside in Comstock Park, Michigan with wife Jessica & 2 boys, Alex & Corey