Robert Lanterman, financial advisor Ludington MI
96 score

Robert Lanterman

CRD Number: 1076798
Current Firm: Lighthouse Financial Planning, LLC

Robert Lanterman (CRD# 1076798) is an Investment Advisor Representative working at Lighthouse Financial Planning, LLC in Ludington, MI and has over 35 years of experience in the finance industry. Robert Lanterman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Self Employment Refereeing Soccer Ludington, MI Sep 1994 - Current 23
Lighthouse Financial Planning Corp Ludington, MI Jan 1983 - Current 35
Self Employed-tax Preparation Ludingtion, MI Jan 1975 - Current 43
Sigma Planning Corporation Ann Arbor, MI Dec 2002 - Dec 2015 13
Sigma Financial Corporation Ann Arbor, MI Dec 1996 - Dec 2015 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1982
Contact Info for Robert E. Lanterman
Phone Number: 231-843-3902
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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)
Types of Clients
Registered States


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

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