Robert Lamse

6205 Chapel Hill Blvd.
Plano, Texas, 75093
Phone: 972.378.1795
Website: www.talisadvisors.com
Credentials:
Medium_1779_200120101710061
Registry Member Since 2006
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Business Philosophy

Talis Advisors offers independent investment advice based on Nobel Prize winning research. Our multi-disciplinary team includes CPAs, CFP®s, asset managers, and attorneys with more than 100 years of experience in wealth management, including comprehensive financial planning, portfolio management, estate planning, tax minimization, employee benefits, and business services. Our focus is to help you and your family determine your financial goals and objectives and help you achieve them. As a fee-only Registered Investment Advisor there is never a conflict of interest with our clients. As a fiduciary to our clients, it is our duty, legally and ethically, to serve our clients best interest first ? Always.

My Minimum Asset Requirements: $250,000

Types of Clients:
  • Individuals
  • Companies (Non-Pension)
  • Companies (Pension)
  • Public Funds
  • Foundations
Types of Services:
  • Financial Planning Advice & Services
  • Investment Advice & Services
  • Insurance Advice & Services
  • Tax Advice & Services
Assets Under Management:
  • Did Not Provide
Number of Clients:
  • Did Not Provide
1. What are your firm names?
  • Registered Investment Advisor

    Talis Avisors

2. What is your type of RIA registration?
  • SEC
3. Are you a sole practitioner or a member of a firm or team?
  • Member Firm or Team
4. What is your relationship to your Registered Investment Advisor?
  • Independent Contractor
5. What are your years of applicable financial service experience?
  • 22 Years
6. Do you have any college degree(s)?
School
  • Baylor University
  • Baylor University
Degree
  • Baylor/BBA Accounting
  • Baylor/Masters of Taxation
Major
    7. Do you belong to any industry associations?
    • No
    8. What is your CRD or IARD number?
    • 5170744
    9. Do you hold any active securities licenses?
    • Series 65
    10. Which categories of financial services do you provide?
    • Financial Planning Advice & Services
    • Investment Advice & Services
    • Insurance Advice & Services
    • Tax Advice & Services
    11. Which planning services do you provide?
    • Financial Plans
    • Retirement Plans
    • College Plans
    • Estate Plans
    • Charitable Plans
    • Tax Plans
    12. Which investment advisory services do you provide?
    • Investment Strategy & Policy
    • Risk Management
    • Rebalancing
    • Tax Efficient Investing
    • Asset Allocation
    • Performance Reports
    • Money Manager Selection
    • Performance Reports
    13. If you make investment decisions for clients, how do you invest their assets?
    • Did Not Provide
    14. How many clients (not accounts) do you currently service?
    • Did Not Provide
    15. What amount of client assets is currently under your management or advisement?
    • Did Not Provide
    16. What is minimum fee for your planning services?
    • Did Not Provide
    17. What is your minimum asset requirement for your investment services?
    • $250,000
    18. What is your minimum net worth requirement for your planning services?
    • Did Not Provide
    19. What type of compensation do you receive for your planning services?
    • Asset Based Fees
    • Hourly Fees
    • Fixed Fees
    • Commission (Insurance)
    20. What type of compensation do you receive for your investment advisory services?
    • Asset Based Fees
    21. Do you work with remote clients over the Internet and telephone?
    • Yes
    22. Do you hold any active insurance licenses?
    • Life
    • Annuity
    • Long-Term Care
    • Disability
    • Health
    23. Are you a Registered Investment Advisor or an Investment Advisor Representative?
    • Yes
    24. Do you acknowledge you are a fiduciary when you provide financial advice and services for fees?
    • Yes
    25. What states are covered by your registration(s) to sell investment advisory services?
    • Did Not Provide
    26. What states are covered by your registration(s) to sell investment and brokerage products?
    • Did Not Provide
    27. What states are covered by your registration(s) to sell insurance products?
    • Did Not Provide
    28. Do you have any compliance disclosures for the past 5 years?
    • Investment Disclosures: No
    • Insurance Disclosures: No
    29. Do you have any criminal disclosures since you became an adult?
    • Misdemeanors: No
    • Felonies: No
    30. How do investors view your ADV Part II?

    Available Upon Request

    31. What languages do you speak fluently?
    • Did Not Provide
    32. What is your primary role?
    • Did Not Provide
    33. Which investment products do you sell?
    • Mutual Funds
    34. Which insurance products do you sell?
    • Life
    • Fixed Annuities
    • Long Term Care
    • Disability Income
    • Health
    35. Do you provide tax advice and services?
    • Yes
    36. Do you provide legal advice and services?
    • Did Not Provide
    37. Do you provide any limited engagement services?
    • Planning Only (No investment services)
    • Financial Plan Reviews
    38. What types of clients do you work with?
    • Individuals
    • Companies (Non-Pension)
    • Companies (Pension)
    • Public Funds
    • Foundations
    39. Where does your first meeting with a prospective client take place?
    • Investor's Preference
    40. Which companies act as custodians for your clients assets?
    • Schwab Institutional
    • TD Ameritrade Institutional
    41. What types of reports do you provide your clients and what is the frequency?
    42. General Comments:

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    Certification

    I certify all of the information in my professional profile is accurate and up-to-date.
    Advisor Name: Robert Lamse
    Most Recent Update: May/ 8/2013