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Lotte Schmidt Optekamp

Lifestyle Asset Management, Inc.

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About Lotte Schmidt Optekamp

Lotte Optekamp is an Investment Advisor Representative with Lifestyle Asset Management, Inc. Lotte has been in the industry since 1995 and is licensed to provide financial advice in Texas. Lotte has experience working with high-net-worth individuals and pension and profit sharing plans. Lotte also offers financial planning and portfolio management services.

Firm Information

Lotte Optekamp is currently registered with Lifestyle Asset Management, Inc.. Lifestyle Asset Management, Inc. is a registered investment advisor located in FRIENDSWOOD, TX. The firm provides financial consulting and investment advisory services to high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm has approximately $399,218,297 in assets under management.
Lifestyle Asset Management, Inc.

211 WEST EDGEWOOD

FRIENDSWOOD, TX 77546

$399.22M

Assets Under Management

Not reported

Total Clients

11

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

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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percentage of assets

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

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Lotte Optekamp’s Registration & Firm History

TX

08/01/2011 - Present

Lifestyle Asset Management, Inc. (FRIENDSWOOD TX)

TX

10/17/2003 - 12/31/2006

FFP SECURITIES, INC. (HOUSTON TX)

TX

07/16/1999 - 11/05/2003

WESTCOTT SECURITIES, LLC (HOUSTON TX)

TX

06/29/1995 - 02/10/1998

MCFARLAND, GROSSMAN & COMPANY (HOUSTON TX)

NY

02/14/1995 - 06/30/1995

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/15/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/13/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lotte Schmidt Optekamp.
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