Lamar Staloch, financial advisor Albert Lea MN
93 score

Lamar Staloch

CRD 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.

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Company Name Location Dates Years
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 33
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 1998
Contact Info for Lamar R. Staloch
Phone Number: 855-262-0913
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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