Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Rufus Lamb is an investment advisor representative with Brookstone Wealth Advisors, LLC. Keith has been in the industry since 1995 and holds Series 6, 7, 63, 65 and 66 licenses. Keith has experience with various investment strategies and is committed to providing personalized financial advice to help clients achieve their goals. Keith currently works out of the Midway, UT office of Brookstone Wealth Advisors, LLC and has held previous positions with Wunderlich Securities, Inc., Institutional Securities Corporation, ING Financial Advisors, LLC, Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Keith is also the owner of Luparius Asset Management & Brokerage, an investment advisory and insurance firm based in Midway, UT.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
UT
08/14/2020 - Present
Brookstone Wealth Advisors, LLC (Midway UT)
TN
09/04/2008 - 09/15/2008
WUNDERLICH SECURITIES, INC. (MEMPHIS TN)
TX
07/01/2005 - 09/13/2005
INSTITUTIONAL SECURITIES CORPORATION (DALLAS TX)
CT
06/19/2001 - 03/07/2005
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
WI
01/26/1995 - 06/12/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
01/26/1995 - 06/12/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 11/05/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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