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WL

Wade P. Lahmann

Some features on this profile are disabled
CRD#: 2749208
WL

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.

Wade Patrick Lahmann was a registered financial professional .

Wade is a previously registered financial professional and started their career in finance in 1996. Wade had worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

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

September 15, 2023 - August 8, 2024

PROTECTION POINT ADVISORS

RIA
CRD#: 291805
Lincoln, CA
Past

October 12, 2018 - September 20, 2023

LIFEPRO ASSET MANAGEMENT

RIA
CRD#: 285252
Lincoln, CA
Past

October 27, 2017 - January 12, 2018

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA
CRD#: 175083
Roseville, CA
Past

July 1, 2014 - January 23, 2017

KINGSVIEW WEALTH MANAGEMENT, LLC

RIA
CRD#: 148107
ROSEVILLE, CA
Past

September 20, 2005 - July 29, 2014

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
ROSEVILLE, CA
Past

August 4, 2005 - July 29, 2014

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
ROSEVILLE, CA
Past

June 1, 2005 - August 9, 2005

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
ROSEVILLE, CA
Past

June 1, 2005 - August 9, 2005

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

March 14, 2005 - June 1, 2005

MONY SECURITIES CORPORATION

RIA
CRD#: 4386
ROSEVILLE, CA
Past

January 23, 2004 - June 1, 2005

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

December 11, 2002 - December 31, 2003

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
ROSEVILLE, CA
Past

June 18, 1996 - December 31, 2003

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA

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.

Exams

State Security Law Exam
IAR
Series 65
Date: 11/18/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/6/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 3/31/2005
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/6/1996
Investment Company Products/Variable Contracts Representative Examination

Current Firm

PP
PROTECTION POINT ADVISORS
EAGLE WEST GROUP | PROTECTION POINT ADVISORS | MODERN ASSET PROTECTION PLANNING AKA M.A.P. PLANNING | EWG ELEVATE INC. | EAGLE WEST GROUP, INC.

CRD#: 291805 / SEC#: 801-113898

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Contact information

Main Address
3200 Douglas Blvd Ste. 305, Roseville, CA 95661
Mailing Address
Phone number
(916) 367-4540
Established
Firm type
Fiscal year end
# of Employees
23

Documents

Latest Form ADV

Part 2 Brochures

Regulatory assets under management

Total Number of Accounts1,620
AUM (Assets Under Management)$ 578,353,657

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

PROTECTION POINT ADVISORS

CRD#: 291805

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