Robert
Lamse
Generational Wealth Advisors
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About this Advisor
Robert Lamse is a certified financial planner who works in Richardson, Texas who has 17 years of relevant experience. Lamse is an advisor for Generational Wealth Advisors. The advisor has gained experience at Talis Advisory Services, LLC and Talis Financial Services, LLC. Lamse holds a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in California and Texas. Generational Wealth Advisors is a financial advisory firm operating out of Richardson, TX. It controls $283 million in assets under management between its 567 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm advises four charitable organizations. Of its 567 customer accounts, 41% belong to high-net-worth clients who have more than $1 million in investable assets. Generational Wealth Advisors performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on which service is offered. However, fee types billed by Generational Wealth Advisors likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Generational Wealth Advisors Brokerage Details
$282,559,722
23
567
$498,342
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Lamse Work History
Robert has been registered as a financial advisor for 17 years.*
Talis Financial Services, LLC
Talis Advisory Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Lamse to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Generational Wealth Advisors
Richardson, TX
Richardson, TX
Richardson, TX
Richardson, TX
Richardson, TX
Richardson, TX
Richardson, TX
Richardson, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
