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Paladin Research Report For:

Robert Lamm

Prudential

CRPC®
2701 Cambridge Court, Suite 401
Auburn Hills, MI 48326
248-259-2490

About Robert Lamm

Robert Lamm II resides in Clarkston, Michigan with his wife, Kim, sons Robert III and Benjamin, and daughters Grace and Elise. In his leisure time, he enjoys keeping active while hunting and working in the yard or reading biographies and historical novels. He is involved in the community and takes time to mentor other men to be faithful husbands and fathers. Robert looks forward to spending time with his family on trips and having family discussions about audio books they are listening to together.

Robert holds the Chartered Retirement Planning Counselor® (CRPC®) designation with the College for Financial Planning. He appreciates the opportunity to connect with families and provide them with strategies that allow them to work towards their goals efficiently. Robert focusses on guiding his clients to and through retirement and providing them with a strategy that seeks to let them enjoy their life after work.



I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

Click HERE To Learn More About Robert Lamm

See Disclosures

General Information

Firm Start Year
  • 2004
CRD#
  • 6160636
Firm CRD#
  • 8733
Insurance License#
  • 0356033
Work with the following types of clients
  • Businesses, Individual Investors
Advisory Services Provided
  • Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, 401K Rollovers

Compliance

Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CRPC®
Securities Licenses
  • Series 7, Series 65
Insurance and Annuity Licenses
  • Property, Life, Annuity, Casualty, Variable Life, Long Term Care, Variable Annuity

Compensation and Fees

Fee Structure
  • Fee-Based
Compensation Methods
  • Hourly, Based on Assets, Commissions, Flat Fee

Disclosures

Securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

Prudential Advisors is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (PICA) and its insurance company and other affiliates (collectively Prudential). Prudential Advisors financial professionals are licensed insurance agents of Prudential.

Pursuant to a strategic relationship among Prudential, LPL Enterprise, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPL Enterprise, an affiliate of LPL Financial. These financial professionals are permitted to brand under Prudential Advisors. LPL Enterprise and LPL Financial are not affiliated with Prudential.

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf