RL
CFP · ChFC
RL
CFP · ChFC
Robert Lampe is a CFP, ChFC-designated registered investment advisor, based in Dayton, OH, with 33 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold.
Location
10050 Innovation Drive, Suite 130, Dayton, OH, 45342
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2004Settled
Other Business ActivitiesSells Insurance
Robert sells and services various lines of non-securities insurance, dedicating minimal time to this activity. He also owns Lampe Wealth Management LLC, a pass-through entity for RIA and BD business, and is a managing partner in Rightwealth Holdings, LLC.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
December 2022 - Present · 3 yrs 10 mos
Rightwealth Advisors, LLC
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Cantella & CO., INC.Broker
July 2019 - December 2022 · 3 yrs 5 mos
Raymond James & Associates, INC.
February 2013 - July 2019 · 6 yrs 5 mos
Raymond James & Associates, INC.Broker
February 2013 - July 2019 · 6 yrs 5 mos
Morgan Keegan & Company, INC.
February 2011 - February 2013 · 2 yrs
Morgan Keegan & Company, INC.Broker
February 2011 - February 2013 · 2 yrs
Morgan Stanley Smith Barney LLC
June 2009 - March 2011 · 1 yr 9 mos
Morgan Stanley Smith BarneyBroker
June 2009 - March 2011 · 1 yr 9 mos
Citigroup Global Markets INC.
December 1999 - June 2009 · 9 yrs 6 mos
Citigroup Global Markets INC.Broker
September 1994 - June 2009 · 14 yrs 9 mos
J.C. Bradford & CO.Broker
September 1993 - August 1994 · 11 mos
State Registrations6 states
CAFLMIOHTXVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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