Todd H. Lahr

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CRD#: 1750965

Professional summary

Todd Harold Lahr was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Todd Harold Lahr was a registered financial advisor .

Todd is a previously registered financial advisor and started their career in finance in 1987. Todd had worked at 2 firms and has passed the Series 63 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.

The advisor shows no other business activity.

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®

None

Experience

Past

August 29, 2008 - August 31, 2010

LIBERTY ASSET MANAGEMENT

RIA

CRD#: 142094

ALLENTOWN, PA

Past

November 25, 1987 - December 17, 1987

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

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".

LIBERTY ASSET MANAGEMENT

LIBERTY ASSET MANAGEMENT | LIBERTY ASSET MANAGEMENT, LLC

CRD#: 142094 / SEC#: 801-132496

RIA

Registered Investment Advisory firm - (7/15/2025 Approved)

Louisiana

Registered Investment Advisory firm - (8/15/2025 Terminated)

Pennsylvania

Registered Investment Advisory firm - (8/18/2025 Terminated)

Texas

Registered Investment Advisory firm - (8/15/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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: 10/2/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/21/1987

General Securities Representative Examination

Current Firm

LIBERTY ASSET MANAGEMENT

LIBERTY ASSET MANAGEMENT | LIBERTY ASSET MANAGEMENT, LLC

CRD#: 142094 / SEC#: 801-132496

RIA

Registered Investment Advisory firm - (7/15/2025 Approved)

Louisiana

Registered Investment Advisory firm - (8/15/2025 Terminated)

Pennsylvania

Registered Investment Advisory firm - (8/18/2025 Terminated)

Texas

Registered Investment Advisory firm - (8/15/2025 Terminated)

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Contact information

Main Address

3570 Hamilton Blvd. Suite 301, Allentown, PA 18103

Mailing Address

Phone number

(610) 398-7333

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LIBERTY ASSET MANAGEMENT (8/15/2025)

Regulatory assets under management

Total Number of Accounts	539
AUM (Assets Under Management)	$ 106,177,228

Red Flags

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

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Todd H. Lahr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LIBERTY ASSET MANAGEMENT

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

LIBERTY ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 10/2/1987

Series 7

Date: 11/21/1987

Current Firm

LIBERTY ASSET MANAGEMENT

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIBERTY ASSET MANAGEMENT

TRUST BUT VERIFY

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