VETTED

Robert Lamm

CRPC^®

Tel: 248-259-2490 2701 Cambridge Court, Suite 480 Auburn Hills, MI 48326

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

About Prudential

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.

See Disclosures

General Information

Firm Start Year:

2004

Insurance License#:

0356033

Communities served:

Detroit Metro Area, including Oakland, Macomb, Wayne, Livingston, Lapeer and Genesee Counties.

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

Qualifications & Memberships

Insurance and Annuity Licenses:

Property, Life, Annuity, Casualty, Variable Life, Long Term Care, Variable Annuity

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

Compensation and Fees

Fee Structure:

Fee-Based

Compensation Methods:

Hourly, Based on Assets, Commissions, Flat Fee

Preferred meeting methods

I provide a free initial consultation:

Yes

Disclosures

WiserAdvisor provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

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

CRD# 6160636 Firm CRD# 8733Insurance License# 0356033Series: 7, 65

Compliance

Registered RepresentativeYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

Social Network