Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lars? Claim Your ProfileLars Lambrecht is a Certified Financial Planner® with over 29 years of experience in the financial services industry. He is registered with Osaic Wealth, Inc. and currently holds Series 7, 24, 63, and 65 licenses. Lars is a Certified Divorce Financial Analyst® (CDFA®) and provides financial planning advice to individuals and families, with a specialization in divorce planning. Lars is a passionate advocate for his clients and works to develop personalized financial strategies tailored to their unique needs and goals. He also offers a range of services including retirement planning, college savings planning, insurance planning, and estate planning.
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.
Guidance on pension options to ensure a secure financial future.
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
MA
09/01/2023 - Present
Osaic Wealth, Inc. (REHOBOTH MA)
MA
02/04/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (REHOBOTH MA)
MA
11/20/2014 - 02/10/2022
AMERIPRISE FINANCIAL SERVICES, LLC (HOPKINTON MA)
RI
06/21/2011 - 04/23/2014
NYLIFE SECURITIES LLC (PROVIDENCE RI)
MA
06/01/2007 - 10/21/2010
GENWORTH FINANCIAL SECURITIES CORPORATION (WELLESLEY MA)
MA
06/03/1999 - 07/24/2006
METLIFE SECURITIES INC. (WALTHAM MA)
MA
06/03/1999 - 07/24/2006
METROPOLITAN LIFE INSURANCE COMPANY (WALTHAM MA)
MN
07/20/1992 - 05/03/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/20/1992 - 05/03/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/28/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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