New Bad Axe Office Location
1165 N. Van Dyke.
Beginning August 25
Welcome to Lake Huron Financial
Everyone working for Lake Huron Financial has one thing in mind: helping you meet your goals. This means that our advisors are working for only one person: YOU. You are the only one who knows your goals, inside and out. The team at Lake Huron Financial is here to provide superior service and thoughtful advice as you plan your future. The experience, resources, and individual attention you will find can put you on the path to success. If you are looking for an advisory firm that understands what it means to be unique, we are here to serve YOU.
Midland Office and Smartvestor Pro
Dedicated to Your Success
IRAs & 401k
An IRA (Individual Retirement Account) provides tax benefits for the investments you choose as you save toward retirement. A 401k functions similarly, but is sponsored by an employer.
Mutual Funds
Mutual funds are groups of funds that cater to an investor’s particular needs. A fund can focus on a specific sector, a certain risk tolerance, or a variety of considerations.
Retirement Planning
Retirement planning helps you define your goals and begin taking steps now to be prepared for the future.
Other Services
Stocks
Stocks allow you to invest in a company by purchasing a small amount of equity in a corporation. Your share value rises and falls with the company’s gains and losses.
Bonds
A bond is a loan to the government or a corporation at an interest rate over the duration of the loan.
ETFs
ETFs are a more liquid alternative to mutual funds. They are also more tax-efficient than mutual funds when used in taxable accounts.
Annuities
Annuities are insurance products structured to provide regular payouts during retirement
529 College Plans
A 529 plan allows you to take advantage of tax benefits as you save for future qualified education expenses.
Insurance
Insurance provides you with a safety net in the case of unforeseen circumstances.
Have questions in mind? Let us help you.
Meet our Team
Schedule an appointment or simply contact one of our advisors to get started
Dale Yoder
Financial Advisor
Dale founded Lake Huron Financial in 2010 and has been a fully licensed financial advisor since 2006. He has overseen the substantial growth of the business, bringing in other advisors and support staff who share his vision. He is heavily involved in his local community, both through church and civic organizations. Born and raised in the Thumb, Dale and his wife, Phyllis, live near Bay Port and are parents to four grown children.
Adam Chambers
Financial Advisor
Adam started his career as a Financial Advisor in 2010. A year later he married his wife, Korey, who was also passionate about financial peace. They coordinated Financial Peace University classes together, which eventually led to Adam becoming a Dave Ramsey SmartVestor Pro. Adam and Korey spend their free time serving at Radiant Church Bay City, traveling, or (most often) chasing their three young children; Elliana, Ariah and James. Add in their two dogs, Oliver and Lula and it’s safe to say there is never a dull moment in the Chambers home!
Alex Smith
Administrative Assistant
Alex started at Lake Huron Financial in September 2021. He has a variety of professional experience in Education, Mission Work and Construction Management. After living in New Mexico for 9 years, Alex, his wife and two daughters moved back to the Thumb to be closer to family. Alex has a passion for service and people. He enjoys meeting clients and learning how to best serve them. Outside the office, Alex enjoys coaching baseball, golfing and spending time with his family and friends.
Client Events
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Login to your portfolio account online
How to Go Paperless
1. Log into app.osaic.com/equipt/login.
2. If this is your first time logging in, you will need to answer a few security questions to further protect information.
3. Click on the “go paperless” icon at the top right portion of the page.
4. Ensure the accurate email address is listed for e-delivery (add and save the correct one if not). Then choose the “Quick Enrollment (for all accounts)” or the “Edit” link beside E-Delivery Preferences.
5. Check the box for both Statements and Reports and Trade Confirmations, then click the “Save” button. (To get paper again, simply uncheck the box for Statements and again click “Save”)
6. Review the Electronic Notification Agreement, and then scroll to the bottom of the agreement and click the “I Accept” button.
7. You will receive an on-screen confirmation that the changes to your Document Delivery Preferences have been updated successfully. You are now setup to receive Trade Confirmations, Statement, and Reports via e-mail.
How to Go Paperless
1. Log into www.FSCeQuipt.com.
2. If this is your first time logging in, you will need to answer a few security questions to further protect information.
3. Click on the “go paperless” icon at the top right portion of the page.
4. Ensure the accurate email address is listed for e-delivery (add and save the correct one if not). Then choose the “Quick Enrollment (for all accounts)” or the “Edit” link beside E-Delivery Preferences.
5. Check the box for both Statements and Reports and Trade Confirmations, then click the “Save” button. (To get paper again, simply uncheck the box for Statements and again click “Save”)
6. Review the Electronic Notification Agreement, and then scroll to the bottom of the agreement and click the “I Accept” button.
7. You will receive an on-screen confirmation that the changes to your Document Delivery Preferences have been updated successfully. You are now setup to receive Trade Confirmations, Statement, and Reports via e-mail.
Helpful Resources
Get in Touch!
lbrickel@lakehuronfinancial.com
Phone
Tel: 989-269-7062
Fax: 989-269-7411
Bad Axe Office
Address
1165 N. Van Dyke Rd.
Bad Axe, MI 48413
Hours
MONDAY-Thursday: 8AM-4:30PM
Friday: 8am-12pm
Midland Office
Address
801 Joe Mann Blvd. Suite P
Midland, MI 48642
Hours
By Appointment OnlY
Securities and advisory services offered through Osaic Wealth, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referred here are independent of Osaic Wealth.
Working with an advisor that is part of the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with FSC Securities Corporation and is not sponsored or endorsed by FSC Securities Corporation.
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