Lakeview Financial Employee Directory

InsuranceIdaho, United States11-50 Employees

Lakeview Financial, officially Lakeview Financial Services, LLC, operates as a Brokerage General Agency in the insurance sector. Founded in 2006 and based in Boise, Idaho, it represents a broad slate of carriers and more than 100 statutory companies, aiming to support producers with access to competitive products, streamlined processing, and experienced case management. The organization emphasizes a team of sales experts and a structured support system to help producers achieve success, particularly in life insurance, disability income, long-term care insurance, and fixed annuities. With a history spanning over a century of combined experience in the BGA space, the firm positions itself as a conduit between carriers and agents, leveraging advanced technology and industry collaboration to facilitate efficiency and pilot programs. The company operates at corporate and individual levels across all 50 states and is part of large marketing networks within the industry, reflecting its role as a substantial distributor and facilitator in its market.

Find Lakeview Financial employees' phone numbers or email addresses

Lakeview Financial Global Highlights

Location
Employees

North America
26

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  • United States Of America
    26

Lakeview Financial'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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  • Stylized image of a person
    V. H.
    Case Manager
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  • Stylized image of a person
    V. W.
    Office Manager
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Lakeview Financial Employee Metrics

100%
50%
0%
2026
2025
  • Administrative
  • Business
  • Community & Social Services
  • Accounting
  • Analytics
  • Other

Contact profiles from Lakeview Financial

Name
Title
Contact Info
Location
Last Update
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    C. J.
    Chief Operating Officer
    Phone icon
    United StatesIdaho
    Jun 25, 2026
  • Stylized image of a person
    C. J.
    Chief Operating Officer
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    M. G.
    Vp Of Annuity Sales
    Phone icon
    United StatesIdaho
    May 31, 2026
  • Stylized image of a person
    E. P.
    National Sales Manager
    Phone icon
    United StatesIdaho
    Jun 25, 2026
  • Stylized image of a person
    K. J.
    Case Manager/Licensing And Commissions Admin
    Phone icon
    United StatesIdaho
    Jun 26, 2026
  • Stylized image of a person
    A. C.
    Large Case Team Manager
    Phone icon
    United StatesIdaho
    May 28, 2026
  • Stylized image of a person
    V. H.
    Case Manager
    Phone icon
    United StatesIdaho
    May 30, 2026
  • Stylized image of a person
    V. W.
    Office Manager
    Phone icon
    United StatesIdaho
    Jun 01, 2026
  • Stylized image of a person
    R. W.
    Office Manager
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    UNITED STATES
    May 21, 2024
  • Stylized image of a person
    L. C.
    Case Manager
    Phone icon
    United StatesIdaho
    Feb 14, 2026

Frequently Asked Questions

What is Lakeview Financial known for?

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Lakeview Financial 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's company overview page for more information.

What is Lakeview Financial's most common email format?

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

How many employees does Lakeview Financial have currently?

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

Who are Lakeview Financial's key employees and leadership?

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As of June 2026, Lakeview Financial'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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