Lakeview Financial Employee Directory

InsuranceUnited 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 employees' phone numbers or email addresses

Lakeview Financial Global Highlights

Location
Employees

North America
26

Minus sign iconPlus sign icon
  • United States Of America
    26

Lakeview Financial's Leadership

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

Contact profiles from Lakeview Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. A.
    Principal
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    N. A.
    Administrative Assistant
    Phone icon
    United StatesIdaho
    Jul 26, 2024
  • Stylized image of a person
    T. M.
    Finance
    Phone icon
    United StatesIdaho
    Oct 25, 2025
  • 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 known for?

Minus sign iconPlus sign icon
Lakeview Financial was founded in 2006 operates in the Insurance industry. The company's main headquarters is located in 10074 W Fairview Ave, 140 Boise, Idaho 83704, US; 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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Lakeview Financial has approximately 24 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Lakeview Financial's key employees and leadership?

Minus sign iconPlus sign icon

As of December 2025, 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.