Robert Lamm

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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!

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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

Investment Advisor Representative

Acknowledged fiduciary

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

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Additional Detailed Disclosures

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

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