Lamar StalochCRD Number: 3068577
Current Firm: On Investment Management Co
Lamar Staloch (CRD# 3068577) is an Investment Advisor Representative working at On Investment Management Co in Albert Lea, MN and has over 19 years of experience in the finance industry.
Cetera Advisor Networks LLC
Ameriprise Financial Services, Inc.
Abg Investment Services Inc.
|Financial Services Plus, Inc.||Albert Lea, MN||Jan 2006 - Current||11|
|The O.n. Equity Sales Company||Cincinnati, OH||Jan 2006 - Current||11|
|Ohio National Financial Services||Cincinnati, OH||Sep 2005 - Current||12|
|Lamar R. Staloch||Albert Lea, MN||Nov 1984 - Current||32|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 1998|
Total Assets Under Management832MILLIONS
Total Number of Accounts6,888ACCOUNTS
Average Account Value$120,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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