Seth D. Lampman, Financial Advisor
515.442.9293
204 W. Salem Avenue
Indianola, IA
What we do:
At ClearPath Financial our focus is improving the financial lives of our clients through thoughtful planning and advice. In combination with Cetera Advisors LLC, we specialize in working with select families and small businesses to build and maintain wealth. Located in Indianola, Iowa we serve the local and greater Des Moines metro area.
Have you ever put together a 1,000 piece puzzle? Have you ever done so without the picture on the box? Managing all aspects of your financial picture can be a lot like that.
We have developed and refined a process to guide our clients to achieve a work optional lifestyle.
I am in independent financial advisor, I work for my clients, not for a brokerage company.
The Planning Process
We'll develop a written plan or proposal that will be presented to you, outlining, recommended income, strategies and benchmarks we'll measure
We'll work closely with you to understand your goals, values, current financial status, income, needs and the future you imagine for yourself
We will select the tools and resources needed to implement your strategy and to help meet your unique needs and goals
We will regularly review the progress of your plan against bench marks and changes in your life, then make adjustments as needed
About Seth
Dad, Husband, Financial Advisor
I am a graduate of Simpson College, with over 15 years of experience helping clients build, preserve, and maintain wealth. I specialize in working with my clients to retire comfortably, and remain comfortably retired.
I have 2 beautiful daughters, and amazing wife of 14 years. Outside of work I enjoy golf, cooking, and the Hawkeyes. I am passionate about giving back, and volunteer as board member for the Indianola's youth basketball association, past President of the Indianola Rotary Club, and Indianola Young Professionals chair, and active in his church.
Better Together
#ClearPathGiveBack
Disclosure
To learn more about the professional history of our financial advisors please visit FINRA's BrokerCheck
This site is published for residents of the Unites States only. Registered Representatives of Cetera Advisor LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed in the site, visit the Cetera Advisors website at www.Cetera.com/Clients-Cetera-Advisors.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirement as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent of IA rep, a consumer should contact his or her state securities law administrator.
Registered Representative offering securities through Cetera Advisors LLC, a broker/dealer, Member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera firms are under separate ownership from any other named entity.
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