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Jonathan L

Series 65, Series 63

Lancaster, PA

Belpointe Asset Management LLC

Jonathan Lapp is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Mass Mutual Life Insurance Company and MML Investors Services LLC. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a variety of advisory models.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
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Lawrence K

Series 66

Lancaster, PA

Belpointe Asset Management LLC

Lawrence Knolle is a financial advisor at Belpointe Asset Management LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Wealthcare Advisory Partners LLC and American Portfolios Financial Services, Inc. Outside of his advisory role, he is a part owner of Builders Specialty Services, a specialty construction company. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, implementing customized portfolios through various advisor-specific and third-party strategies.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
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