Robert E. Lanterman

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CRD#: 1076798

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Eugene Lanterman, AIF®, CFP® was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1982. Robert had worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Lighthouse Financial Planning, LLC; investment-related, Ludington, MI IAR, 11/15; tax preparation services

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1983

Experience

Past

April 9, 2021 - July 12, 2023

VOISARD ASSET MANAGEMENT GROUP

RIA

CRD#: 118048

LUDINGTON, MI

Past

January 26, 2016 - December 31, 2021

LIGHTHOUSE FINANCIAL PLANNING, LLC

RIA

CRD#: 282166

LUDINGTON, MI

Past

September 28, 2010 - December 31, 2015

SPC

RIA

CRD#: 110692

LUDINGTON, MI

Past

January 6, 1997 - December 31, 2015

SIGMA FINANCIAL CORPORATION

CRD#: 14303

LUDINGTON, MI

Past

November 19, 1985 - December 31, 1996

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

November 24, 1982 - June 3, 1985

LPL FINANCIAL LLC

CRD#: 6413

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VOISARD ASSET MANAGEMENT GROUP

VAM GROUP, INC. | VOISARD ASSET MANAGEMENT GROUP

CRD#: 118048 / SEC#: 801-62198

RIA

Registered Investment Advisory firm - (7/3/2003 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/30/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/20/1982

General Securities Representative Examination

Current Firm

VOISARD ASSET MANAGEMENT GROUP

VAM GROUP, INC. | VOISARD ASSET MANAGEMENT GROUP

CRD#: 118048 / SEC#: 801-62198

RIA

Registered Investment Advisory firm - (7/3/2003 Approved)

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Contact information

Main Address

99 Monroe Ave, Nw, Suite 504, Grand Rapids, MI 49503

Mailing Address

P.o. Box 205, Otsego, MI 49078

Phone number

(616) 988-5778

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VOISARD ASSET MANAGEMENT GROUP PART 2A OF FORM ADV (2/21/2025)

Regulatory assets under management

Total Number of Accounts	1,465
AUM (Assets Under Management)	$ 490,209,538

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert E. Lanterman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LIGHTHOUSE FINANCIAL PLANNING, LLC

SPC

SIGMA FINANCIAL CORPORATION

MUTUAL SERVICE CORPORATION

LPL FINANCIAL LLC

Primary Firm SEC Registration

VOISARD ASSET MANAGEMENT GROUP

State Registrations and Notice Filings

Exams

Series 63

Date: 12/30/1982

SIE

Date: 12/31/2015

Series 7

Date: 11/20/1982

Current Firm

VOISARD ASSET MANAGEMENT GROUP

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VOISARD ASSET MANAGEMENT GROUP

TRUST BUT VERIFY

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