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David Jason Lampe

Lampe Financial Group LLC

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About David Jason Lampe

David Lampe is a registered investment advisor representative with Lampe Financial Group LLC. David has been in the financial services industry since 2006 and is licensed in Colorado, Louisiana, Ohio, Pennsylvania, and Texas. He holds a Series 7, Series 66, and SIE license. David specializes in providing financial planning and portfolio management services for individuals and high-net-worth individuals. David has experience with a variety of investment products and strategies, including stocks, bonds, mutual funds, exchange-traded funds, and options. David is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

David Lampe is currently registered with Lampe Financial Group LLC. Lampe Financial Group LLC is an investment advisor registered with the SEC and located in Missouri. They manage over $28 million in assets for individuals and high-net-worth individuals. Lampe Financial Group LLC provides financial planning and portfolio management services.

$28.51M

Assets Under Management

38

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Lampe’s Registration & Firm History

CO

10/25/2023 - Present

Lampe Financial Group LLC (LAKEWOOD CO)

PA

09/29/2006 - 11/11/2014

ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 01/29/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/11/2014

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Jason Lampe.
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