Lakeview Financial Services, LLC Employee Directory

InsuranceIdaho, United States11-50 Employees

Lakeview Finanical Services, LLC is a Brokerage General Agency, founded in 2006, in Boise, Idaho.  Our main goal is to make sure our producers are successful.  To be successful you need a team of advanced sales experts who know the industry, access to the most competitive carriers, the most efficient processing systems and an experienced case management team.

We have over 100 years of combined experience in the BGA space.  That experience ensures you get top tier service.  We are licensed to conduct business at the Corporate level and Individual level in all 50 states and are part of the largest marketing organizations in the country.  We represent over 100 statutory companies, and are the largest distributors of Life Insurance, Disability Income, Long Term Care Insurance and Fixed Annuities.

We it comes to innovation, we lead the industry.  We are dedicated to figuring out new and better ways of doing things.  The carriers we represent know this, and come to us when they have ideas about new concepts and pilot programs.  We offer the most advanced technology available, which streamlines processing and saves time.  The benefits we provide give you a competitive edge.

Follow us.  You`ll lead.

Find Lakeview Financial Services, LLC employees' phone numbers or email addresses

Lakeview Financial Services, LLC Global Highlights

Location
Employees

North America
29

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  • United States Of America
    29

Lakeview Financial Services, LLC's Leadership

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    C. J.
    Chief Operating Officer
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    C. J.
    Chief Operating Officer
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  • Stylized image of a person
    M. G.
    Vp Of Annuity Sales
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    E. P.
    National Sales Manager
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    K. J.
    Case Manager/Licensing And Commissions Admin
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    A. C.
    Large Case Team Manager
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    V. H.
    Case Manager
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    V. W.
    Office Manager
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Lakeview Financial Services, LLC Employee Metrics

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50%
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2026
2025
  • Administrative
  • Business
  • Community & Social Services
  • Accounting
  • Analytics
  • Other

Contact profiles from Lakeview Financial Services, LLC

Name
Title
Contact Info
Location
Last Update
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    T. G.
    Case Manager
    Phone icon
    United StatesIdaho
    Feb 14, 2026
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    M. G.
    Principal
    Phone icon
    United StatesIdaho
    Sep 12, 2024
  • Stylized image of a person
    T. G.
    Principal
    Phone icon
    United StatesIdaho
    Feb 14, 2026
  • Stylized image of a person
    M. A.
    Principal
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    Oct 18, 2024
  • Stylized image of a person
    N. A.
    Administrative Assistant
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    United StatesIdaho
    Jul 26, 2024
  • Stylized image of a person
    T. M.
    Finance
    Phone icon
    United StatesIdaho
    Feb 19, 2026
  • Stylized image of a person
    H. K.
    Administrator At Lakeview Financial
    Phone icon
    United StatesIdaho
    Feb 27, 2024

Frequently Asked Questions

What is Lakeview Financial Services, LLC known for?

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Lakeview Financial Services, LLC was founded in 2006 operates in the Insurance industry. The company's main headquarters is located in 10074 West Fairview Avenue 140 Fairview, Idaho United States; you can contact the main corporate office by phone at . Explore Lakeview Financial Services, LLC's company overview page for more information.

What is Lakeview Financial Services, LLC's most common email format?

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Lakeview Financial Services, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lakeview Financial Services, LLC email formats with LeadIQ.

How many employees does Lakeview Financial Services, LLC have currently?

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Lakeview Financial Services, LLC has approximately 24 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Lakeview Financial Services, LLC's key employees and leadership?

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As of February 2026, Lakeview Financial Services, LLC's key employees include:

  • Chief Operating Officer: C. J.
  • Chief Operating Officer: C. J.
  • Vp Of Annuity Sales: M. G.
  • National Sales Manager: E. P.
  • Case Manager/Licensing And Commissions Admin: K. J.

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