Michael Lamarche (CRD# 1108312) is an Investment Advisor Representative working at Ae Wealth Management, LLC in O'fallon, MO and has over 40 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Retire Once Financial Management, LLC | St. Peters, MO | Jul 2022 - Current | 1 |
Ae Wealth Management, LLC | Topeka, KS | Jun 2019 - Current | 4 |
Lamarche & Associates, LLC | St. Peters, MO | Jan 1998 - Jul 2022 | 24 |
Virtue Capital Management, LLC | Nashville, TN | Jun 2015 - Jun 2019 | 4 |
Horter Investment Management | Cincinnati, OH | Nov 2014 - Aug 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1984 |
S65 | NASAA Investment Advisors Law Examination | Nov 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MO
- TX
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- A percentage of assets under your management
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