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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on June 13, 2019
    • $541.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $211.9K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

5

name start date
John Christopher Lame
October 2007
Anne Lame Megerle
June 2013
Anne Marie Burney
June 2014
Matthew Joseph Pitzer
March 2019
John Christopher Lame
March 2019

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    John Christopher Lame Director/Chairman/Ceo February, 2005 50% to 75%
    Ben F Wells Director May, 2012 less than 5%
    Matthew Edward Lynch Director May, 2013 less than 5%
    Elizabeth Anne Buhr Director Of Operations March, 2019 less than 5%
    Anne Lame Megerle Vice President January, 2017 less than 5%
    Heather M Luecke Secretary January, 2017 less than 5%
    Kristin Bley Wilson Chief Compliance Officer March, 2019 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees
      • Other