Certified by Joshua J Lake - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Richmond, IN area, Joshua J Lake will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Certified by Joshua J Lake - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.
Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.
Frequently Asked Questions About Joshua J Lake - Private Wealth Advisor, Ameriprise Financial Services, LLC
What financial services does Joshua J Lake provide?
Joshua J Lake offers financial planning, investment management, estate and retirement planning, tax strategies, and wealth preservation services.
Where is Joshua J Lake's office located?
The office is located at 1110 S A St, Richmond, IN 47374, USA.
What are the business hours for Joshua J Lake's office?
The office is open Monday through Friday from 8:30 AM to 4:00 PM and closed on weekends.
Can I schedule an appointment online with Joshua J Lake?
Yes, online appointments are available and can be scheduled through the provided reservation link.
Does Joshua J Lake offer onsite consultations?
Yes, onsite services are available at Joshua J Lake's office.
How can I contact Joshua J Lake via email?
You can reach Joshua J Lake by email at joshua.j.lake@ampf.com.
Is there a LinkedIn profile for Joshua J Lake?
Yes, Joshua J Lake has a LinkedIn profile available at https://www.linkedin.com/in/joshuajlake.
What financial advisory group is Joshua J Lake affiliated with?
Joshua J Lake is affiliated with Ameriprise Financial Services, LLC.
Are there other financial services near Joshua J Lake's office?
Yes, Beyond Wealth Advisors - Ameriprise Financial Services is nearby and offers complementary financial services.
What local healthcare providers are close to Joshua J Lake's office?
Nearby healthcare providers include Stephen Offutt (podiatrist), Upperline Health - Richmond, Frame Dental Clinic, Warvel Chiropractic, and Reid Hospitals, which might be convenient for clients combining health and financial planning appointments.
What social or community services exist near Joshua J Lake's financial office?
Nearby community services include the Fraternal Order of Eagles and The Laundry Project, which offer social and nonprofit resources possibly of interest to clients in Richmond, IN.
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