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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Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity.
We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
General Information |
| Firm Start Year: | 2004 | |
| 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 |
Services |
| Investment Types: | Annuities, Stocks, Bonds, Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Commodities |
| Can meet clients in the following ways: | Your Office, Phone, Our Office, Your Home, Video Conference |
Qualifications & Memberships |
| 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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Securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. |
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
| Detroit Metro Area, including Oakland, Macomb, Wayne, Livingston, Lapeer and Genesee Counties. |
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