Seth D. Lampman, Financial Advisor
204 W. Salem Avenue
What we do:
We are a boutique financial services and insurance company. In combination with SagePoint Financial, 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 a work optional lifelstyle.
I am in independent financial advisor, I work for my clients, not for a brokerage company.
Dad, Husband, Financial Advisor
I am a graduate of Simpson College, with over 12 years of experience helping clients build, preserve, and maintain wealth. I specialize in working with my clients to retire with a sense of comfort.
I have 2 beautiful daughters, and amazing wife of 10 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 YMCA, President of the Indianola Rotary Club, and Indianola Young Professionals chair, and recognized as the 2020 Indianola Chamber of Commerce distinguished leader award.
To learn more about the professional history of our financial advisors please visit FINRA's BrokerCheck
This communication is strictcly indtended for individuals residing in the States of IA, OH. No offers may be made of accepted from any resident outside of the specific state(s) refereced.
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 requiremet as apporpriate. Follow-up, individualized responses to persons in a state by such a firm or indidvidual that involve either effecting or attempting to effect transacitons in securities, or the rendering of personalized investment advisce 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.
Securities and investment advisory services offered through SagePoint Financial, Inc., Member FINRA/ SIPC. Insurance services offered through ClearPath Financial, which is not affiliated with SagePoint Financial, Inc.
This communication is strictly intended for individuals residing in the states of IA, OH. offers may be made or accepted from any resident outside the specific state(s) referenced.
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 requirements 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, or IA rep, a consumer should contact his or her state securities law administrator
Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. Securities related services may not be available in all states. Please visit our website or contact our offices for details.
We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly.
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