Robert Edward Lampe
CFP®, ChFC®Professional Summary
Robert Edward Lampe, CFP®, ChFC® is a registered financial advisor currently at RIGHTWEALTH ADVISORS, LLC located in Dayton, Ohio and PURSHE KAPLAN STERLING INVESTMENTS located in Dayton, Ohio. Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Robert has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
33 years in the financial services industry
Current & Past Employments
Current
Past
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SOLTIS INVESTMENT ADVISORS, LLC
Current Firm
RIGHTWEALTH ADVISORS, LLC
Contact Information
Main Address
10050 Innovation Drive, Suite 130, Miamisburg, OH 45342Phone Number
(937) 859-9800# of Employees
4SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
950AUM (Assets Under Management)
$229,298,021Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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SOLTIS INVESTMENT ADVISORS, LLC
Primary Firm SEC Registration
RIGHTWEALTH ADVISORS, LLC
State Registrations and Notice Filings
(8/8/2025)
(1/4/2023)
(8/11/2025)
(7/30/2019)
(12/5/2022)
(10/23/2024)
(10/3/2023)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 9 — General Securities Sales Supervisor - Options Module Examination
Passed Oct 2009About the Series 9 examSRO Registrations
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SOLTIS INVESTMENT ADVISORS, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Robert Edward Lampe's CRS (Customer Relationship Summary).
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SOLTIS INVESTMENT ADVISORS, LLC
