Insights

Niche Market Focus BlueLake Wealth Advisors specializes in providing simplified and transparent financial planning services, making them an attractive option for clients seeking personalized guidance without proprietary product ties. This focus on independence and client education creates opportunities to promote tailored financial solutions that align with their values.

Mid-Sized Growth Potential With a modest team of 11-50 employees and revenues between 10 million and 25 million dollars, BlueLake Wealth Advisors is positioned as a growing firm that may be receptive to advanced financial technology and scalable service solutions to expand their client base and operational capacity.

Technology Stack Engagement Utilizing tools such as Hotjar, Cloudflare, and FMG Suite indicates openness to digital engagement and online marketing strategies. These platforms present opportunities to introduce innovative CRM, analytics, and client engagement products to enhance their digital presence.

Regulatory & Compliance Awareness Their affiliation with Kestra Investment Services and adherence to FINRA/SIPC regulations highlight the importance they place on compliance. This suggests a potential interest in compliance management solutions and secure data handling tools to streamline regulatory adherence.

Competitive Positioning Operating alongside larger industry giants with thousands of employees and billion-dollar revenues, BlueLake Wealth Advisors may be interested in leveraging niche marketing, specialized technology, or personalized services to differentiate themselves and attract clients seeking independent and transparent advice.

BlueLake Wealth Advisors Tech Stack

BlueLake Wealth Advisors uses 8 technology products and services including Hotjar, Cloudflare CDN, Cloudflare, and more. Explore BlueLake Wealth Advisors's tech stack below.

  • Hotjar
    Analytics
  • Cloudflare CDN
    Content Delivery Network
  • Cloudflare
    Content Management System
  • FMG Suite
    Content Marketing
  • Awesomplete
    Javascript Libraries
  • Google Maps
    Maps
  • Bootstrap
    UI Frameworks
  • GoDaddy
    Web Hosting

Media & News

BlueLake Wealth Advisors's Email Address Formats

BlueLake Wealth Advisors uses at least 1 format(s):
BlueLake Wealth Advisors Email FormatsExamplePercentage
FLast@bluelakewealth.comJDoe@bluelakewealth.com
47%
First.Last@bluelakewealth.comJohn.Doe@bluelakewealth.com
3%
FLast@bluelakewealth.comJDoe@bluelakewealth.com
47%
First.Last@bluelakewealth.comJohn.Doe@bluelakewealth.com
3%

Frequently Asked Questions

Where is BlueLake Wealth Advisors's headquarters located?

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BlueLake Wealth Advisors's main headquarters is located at 745 Mcclintock Drive, Suite 120. The company has employees across 1 continents, including North America.

What is BlueLake Wealth Advisors's phone number?

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You can contact BlueLake Wealth Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is BlueLake Wealth Advisors's official website and social media links?

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BlueLake Wealth Advisors's official website is bluelakewealth.com and has social profiles on LinkedIn.

What is BlueLake Wealth Advisors's NAICS code?

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BlueLake Wealth Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does BlueLake Wealth Advisors have currently?

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As of December 2025, BlueLake Wealth Advisors has approximately 18 employees across 1 continents, including North America. Key team members include Financial Advisor / Managing Partner: S. L.Managing Partner And Financial Advisor: S. L.Client Experience Manager: K. K.. Explore BlueLake Wealth Advisors's employee directory with LeadIQ.

What industry does BlueLake Wealth Advisors belong to?

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BlueLake Wealth Advisors operates in the Financial Services industry.

What technology does BlueLake Wealth Advisors use?

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BlueLake Wealth Advisors's tech stack includes HotjarCloudflare CDNCloudflareFMG SuiteAwesompleteGoogle MapsBootstrapGoDaddy.

What is BlueLake Wealth Advisors's email format?

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BlueLake Wealth Advisors's email format typically follows the pattern of FLast@bluelakewealth.com. Find more BlueLake Wealth Advisors email formats with LeadIQ.

When was BlueLake Wealth Advisors founded?

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BlueLake Wealth Advisors was founded in 2016.

BlueLake Wealth Advisors

Financial ServicesIllinois, United States11-50 Employees

When thinking about investing or working with a financial planner, many people feel overwhelmed because they don’t understand the process or details. At BlueLake Wealth Advisors, we want to change this. By choosing to work with us, you can feel confident knowing we are committed to providing you a simplified process that breaks down many of the burdensome aspects of financial planning. 

We are independent advisors, which means that we aren’t tied to any proprietary products or services. We proactively guide you in the financial decision-making process, answering your questions and providing the resources you and your family require to make educated decisions that will serve your best interests, not ours.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Bluelake Wealth Advisors is not affiliated with Kestra IS or Kestra AS. or any other entity mentioned herein.
http://www.finra.org/
https://www.sipc.org/

This profile is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Advisory Services, LLC Compliance Department at 512-697-6000.

Section iconCompany Overview

Headquarters
745 Mcclintock Drive, Suite 120
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    BlueLake Wealth Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    BlueLake Wealth Advisors's revenue is estimated to be in the range of $10M$25M

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