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ML

Michael J. Lamarche

ALPHASTAR CAPITAL MANAGEMENT
O'Fallon, MO 63368
Some features on this profile are disabled
CRD#: 1108312
ML

Professional summary

Michael Joseph Lamarche, who also goes by Michael Joseph Lamarche, is a registered financial advisor currently at ALPHASTAR CAPITAL MANAGEMENT located in O'fallon, Missouri.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Michael has worked at 6 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael Joseph Lamarche

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.
RETIRE ONCE FINANCIAL MANAGEMENT, LLC; YES INVESTMENT RELATED; 9101 Phoenix Village Parkway, O'Fallon, MO 63368; INSURANCE SALES; Founder; START DATE 01/1998. INSURANCE SALES AND SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Lamarche's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 3, 2025 - Present

ALPHASTAR CAPITAL MANAGEMENT

Office #1: 9101 Phoenix Village Parkway, O'fallon, MO 63368
RIA
CRD#: 157423
O'Fallon, MO
Past

June 28, 2019 - September 2, 2025

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
O'Fallon, MO
Past

July 16, 2015 - July 1, 2019

VIRTUE CAPITAL MANAGEMENT, LLC

RIA
CRD#: 167816
O'Fallon, MO
Past

November 20, 2014 - August 5, 2015

HORTER INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 119880
O'FALLON, MO
Past

January 30, 1993 - December 31, 1993

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
Past

March 28, 1984 - July 2, 1992

PFS INVESTMENTS INC.

BD
CRD#: 10111

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".
AC
ALPHASTAR CAPITAL MANAGEMENT
ALPHASTAR CAPITAL MANAGEMENT | ALPHASTAR CAPITAL MANAGEMENT, LLC

CRD#: 157423 / SEC#: 801-72361

RIA
Registered Investment Advisory firm - (5/18/2011 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Missouri
(9/3/2025)
IAR
Texas
(9/3/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/3/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/3/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 3/27/1984
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 6/16/1988
Investment Company Products/Variable Contracts Principal Examination

Current Firm

AC
ALPHASTAR CAPITAL MANAGEMENT
ALPHASTAR CAPITAL MANAGEMENT | ALPHASTAR CAPITAL MANAGEMENT, LLC

CRD#: 157423 / SEC#: 801-72361

RIA
Registered Investment Advisory firm - (5/18/2011 Approved)
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Contact information

Main Address
19600 West Catawba Avenue Suite B200, Cornelius, NC 28031
Mailing Address
Phone number
(855) 340-2514
Established
Firm type
Fiscal year end
# of Employees
124

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts11,592
AUM (Assets Under Management)$ 1,841,154,148

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/12/2023
Cover Page
Report
06/27/2023
Cover Page
Report
01/24/2023
Cover Page
Report

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.

Company Information

ALPHASTAR CAPITAL MANAGEMENT

CRD#: 157423O'fallon, MO 63368

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