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Lauris Stefans Lambergs

Renaissance Wealth Advisors, LLC

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About Lauris Stefans Lambergs

Lauris Lambergs is an Investment Advisor Representative at Renaissance Wealth Advisors, LLC in Newton, Massachusetts. Lauris has been in the industry since 1999 and has worked at several firms, including AllianceBernstein Investments, Inc. and Columbia Funds Distributor, Inc. Lauris holds Series 3, 6, 63 and 65 licenses. Renaissance Wealth Advisors, LLC is a registered investment advisor with the state of Massachusetts and provides financial planning and portfolio management services to individuals.

Firm Information

Lauris Lambergs is currently registered with Renaissance Wealth Advisors, LLC. Renaissance Wealth Advisors, LLC is a financial advisor serving individuals and high-net-worth individuals in the United States. The firm has $91,778,584 in regulatory assets under management, of which $62,710,869 is discretionary. Renaissance Wealth Advisors, LLC provides financial planning and portfolio management services.

$91.78M

Assets Under Management

Not reported

Total Clients

2

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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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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Lauris Lambergs’s Registration & Firm History

MA

02/13/2019 - Present

Renaissance Wealth Advisors, LLC (NEWTON MA)

TN

12/14/2006 - 10/13/2008

ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)

MA

08/27/1999 - 01/10/2005

COLUMBIA FUNDS DISTRIBUTOR, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 02/24/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/03/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/12/2011

Series 3 - National Commodity Futures Examination

BC

Issued 08/26/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lauris Stefans Lambergs.
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