Robert E. Lampe

RIGHTWEALTH ADVISORS

Miamisburg, OH 45342

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CRD#: 2397314

Professional summary

Robert Edward Lampe, CFP®, ChFC® is a registered financial advisor currently at RIGHTWEALTH ADVISORS, LLC located in Miamisburg, 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.

Question & Answer

Are you a "fiduciary"?

Yes

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) 1. Insurance Sales 2. Investment Related - Yes 3. See office of employment address 4. Insurance Sales 5. Agent 6. 07/01/2019 7. 2 hrs 8. 2hrs 9. Selling/servicing various lines of non-securities insurance through various carriers 10. Commissions 2) 1. Lampe Wealth Management LLC 2. Investment Related - Yes 3. See office of employment address 4. LLC for D/B/A under RIA 5. Owner 607/01/2019 7. 160 hrs 8. 160 hrs 9. Passthrough entity for RIA and BD business done under Rightwealth advisors 10. Advisory Fees 3) 1. Rightwealth Holdings, LLC 2.Investment Related - Yes 3. See office of employment address 4. Holding Company for Rightwealth Real Estate 6. 10/15/2019 7. 4 hrs 8. 4 hrs 9. Managing Partner 10.None

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Edward Lampe'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®

CFP^®

Certified Financial Planner

Start date: 2001

ChFC^®

Chartered Financial Consultant

Experience

Current

July 30, 2019 - Present

RIGHTWEALTH ADVISORS, LLC

Office #1: 10050 Innovation Drive Suite 340, Miamisburg, OH 45342

RIA

CRD#: 7059

CENTERVILLE, OH

Past

September 15, 1993 - August 24, 1994

J.C. BRADFORD & CO.

CRD#: 1287

NEW YORK, NY

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".

RIGHTWEALTH ADVISORS, LLC

CRD#: 300656 / SEC#: 801-114853

RIA

Registered Investment Advisory firm - (3/18/2019 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(8/8/2025)

Florida
(1/4/2023)

Michigan
(8/11/2025)

IAR

Ohio
(7/30/2019)

Ohio
(12/5/2022)

Texas
(10/23/2024)

Virginia
(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

State Security Law Exam

IAR

Series 65

Date: 9/15/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/1/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 11/9/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/14/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 10/2/2009

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

Current Firm

RIGHTWEALTH ADVISORS, LLC

CRD#: 300656 / SEC#: 801-114853

RIA

Registered Investment Advisory firm - (3/18/2019 Approved)

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Contact information

Main Address

10050 Innovation Drive, Suite 130, Miamisburg, OH 45342

Mailing Address

Phone number

(937) 859-9800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RIGHTWEALTH ADVISORS ADV PART 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts	694
AUM (Assets Under Management)	$ 221,259,632

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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Advisor Monitoring

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Robert E. Lampe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Edward Lampe's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

CANTELLA & CO., INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

J.C. BRADFORD & CO.

Primary Firm SEC Registration

RIGHTWEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/15/1994

Series 63

Date: 10/1/1993

SIE

Date: 10/1/2018

Series 31

Date: 11/9/2004

Series 7

Date: 9/14/1993

Series 9

Date: 10/2/2009

FINRA

Current Firm

RIGHTWEALTH ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RIGHTWEALTH ADVISORS, LLC

TRUST BUT VERIFY

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