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Michael Thomas Lambrakis

Ares Financial Consulting LLC

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About Michael Thomas Lambrakis

Michael Lambrakis is a Certified Financial Planner™ professional with over a decade of experience in the financial services industry. Michael is currently registered with Ares Financial Consulting LLC. Prior to joining Ares Financial Consulting, Michael was a financial advisor with WELLS FARGO ADVISORS, LLC. Michael holds a Series 7 and Series 66 license, and is licensed in California and Texas. Michael specializes in providing financial planning, investment management and retirement planning services to individuals and families.

Firm Information

Michael Lambrakis is currently registered with Ares Financial Consulting LLC. Ares Financial Consulting LLC is a registered investment advisor based in Sherman Oaks, CA. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Ares Financial Consulting LLC manages approximately $185.9 million in assets for 714 clients. The firm primarily works with individuals, both high-net-worth and those who are not high-net-worth, and charitable organizations.
Ares Financial Consulting LLC

14140 MAGNOLIA BLVD

SHERMAN OAKS, CA 91423

$185.89M

Assets Under Management

15

Total Clients

4

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Michael Lambrakis’s Registration & Firm History

CA

10/02/2024 - Present

Ares Financial Consulting LLC (SHERMAN OAKS CA)

CA

08/05/2011 - 11/18/2013

WELLS FARGO ADVISORS, LLC (LONG BEACH CA)

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Licenses & Designations

BOTH

Issued 08/17/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/03/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Thomas Lambrakis.
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