Michael Lamke is a CFP-designated registered investment advisor at Lamke Financial LLC, based in Wheaton, IL, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Financial Advice Based Upon a Block of Advisor Time: Under this subscription approach, up to 12 hours of annual advisor time will be available for an annual fee of $1,500. This represents a 35% reduction on the normal hourly rate. For clients requiring more than 12 hours of annual advisor time, other subscription plans are available. This offer is only available to clients who have already purchased a comprehensive financial plan. The 12 - hour annual block of advisor time is available only for the current calendar year and unused hours at December 31, do not carry over to the following year. Scheduling of the advisor’s time is the responsibility of the client.
- High Level Review: A high-level analysis of the client’s overall financial condition will be performed. The fee for this service is $1000-$1,500 depending on the complexity of the client’s financial situation.
- Comprehensive Financial Plan: The cost of the comprehensive plan normally falls in the $3,000 - $4,500 range. Particularly complex plans may be more.
- Meetings and Miscellaneous Advice: These services will be charged at the $190 hourly rate
Contact
Michael Lamke
Location
Wheaton, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael works as a manager at AT&T. This activity is not investment-related.
Employment History
Current Registrations
Lamke Financial LLC
State Registrations2 states
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