Michael Lakner, AWMA®

Financial Consultant

National office

P: (574) 533-9511
T: (800) 348-7468
F: (574) 537-6649

Michael Lakner, Financial Consultant

Michael Lakner, AWMA®, is an Everence® Financial Consultant for the National office.

Michael graduated from Indiana University with a degree in secondary education and was a middle school and high school social studies teacher before he joined Everence.

As a consultant, Michael enjoys helping people discover how their faith can be represented in financial decisions. Michael welcomes open communication with his clients about identifying their goals and guiding them to realize those goals through careful planning and conversation.

Michael, his wife, and their daughter live in the Goshen area and enjoy traveling and experiencing new cultures and experiences.
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Disclaimer

Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.

Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.

Access a copy of CFGS’s Form CRS. 


Michael Lakner, AWMA® is licensed to discuss and/or offer financial services and/or products to residents of AL, AR, CA, CT, DC, DE, GA, IL, IN, KY, MA, MD, ME, MI, MO, MS, NC, ND, NH, NJ, NY, OH, PA, RI, SC, SD, VA, VT, WI, WV and WY.

ACCREDITED WEALTH MANAGEMENT ADVISORSM and AWMA® are trademarks or registered service marks of the College for Financial Planing in the United States and/or other countries.