A complete list of active advisors currently associated with Lamke Financial LLC

Warmer can help you find a great advisor at Lamke Financial LLC or one who fits your needs even better.

Lamke Financial provides financial planning and investment guidance to a small roster of individuals, families and occasional small businesses, delivering tailored advice on retirement, estate and tax planning as well as recommendations for mutual funds, ETFs, bonds, individual stocks and real estate. Clients execute transactions through their own brokerage accounts, and the firm’s services are focused on planning and advisory engagements rather than custody or product sales. The firm emphasizes a long-term, safety-oriented investment approach, typically using passive equity exposures such as index funds and ETFs alongside dividend-producing stocks and fixed-income instruments held to maturity (government bonds, CDs and money-market funds). Lamke Financial does not accept discretionary trading authority and recommends annual reviews at a minimum while leaving account control and transaction execution to the client. A distinctive feature of the firm is its non‑AUM fee model: compensation is hourly or project-based (comprehensive plan fees are presented in the $3,000–$4,500 range) and it offers subscription blocks of advisor time instead of traditional percentage‑of‑assets fees. The principal is a CPA and CFP with more than 30 years of experience that includes Big Four accounting and senior corporate finance roles, and the firm operates with a small, hands‑on client base (about 15 clients).

To learn more about the advisors currently working at Lamke Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.