Hilgardt W. Lamprecht
THE LIFE WEALTH GROUP
WINTER GARDEN, FL 34787
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CRD#: 2866895
Professional summary
Hilgardt Wilhelm Lamprecht, CFP®, who also goes by Hilgardt Lamprecht, is a registered financial advisor currently at THE LIFE WEALTH GROUP located in Winter Garden, Florida and MADISON AVENUE SECURITIES, LLC located in Winter Garden, Florida.
Hilgardt is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Hilgardt has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Hilgardt Lamprecht
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.) NAME: THE LIFEWEALTH GROUP(DBA FOR SIGNIFICANT WEALTH MANAGEMENT); INV RELATED: YES; ADDRESS: 270 W. PLANT ST., SUITE 240, WINTER GARDEN, FL 34787; NATURE:DEVELOP & IMPLEMENT FINANCIAL PLANS ALONG INVESTMENT SALES OF SECURITIES & VARIABLE PRODUCTS;POSITION:OWNER/PRESIDENT;START DATE: 05/2002; 200 HRS;TRADING HRS/MO:200;DUTIES:INVEST. ADVISORY REPRESENTATIVE/SR WEALTH ADVISOR: DEVELOP & IMPLEMENT FINANCIAL PLANS ALONG WITH INVESTMENT SALES OF SECURITIES, VARIABLE PRODUCTS & SALES OF FIXED INS. PRODUCTS WITH APPT. UNDER VARIOUS INS. CO. AUTHOR OF ARTICLES; POSITION:AUTHOR; START DATE:01/2015; 1-5 HRS.; TRADING HRS/MO:1-5; DUTIES:AUTHOR OF ARTICLES 2.) NAME:LIFEWEALTH TRANSITION PARTNERS, LLC;INVRELATED:NO;ADDRESS: 270 W. PLANT ST., SUITE 240, WINTER GARDEN, FL 34787;NATURE:ASSISTING CLIENTS TO ATTRACT A BUYER FOR THEIR BUSINESS & ADVISING ON THE TERMS,PRICE & CONDITIONS OF THE OFFER ;POSITION: 70% OWNERSHIP);START DATE:10/2020;10 HRS;TRADING HRS/MO:10;DUTIES:PROVIDE PLANNING FOR BUSINESS SUCCESSION,ATTRACT A BUYER & CONSULT ON THE ACCEPTANCE & DEVELOPMENT OF THE OFFER 3.) NAME:STIMMELL REALTY; INV RELATED:NO;ADDRESS:80 MILLHOLLAND WAY, OAKLAND,FL 34760;NATURE:REFERRING INDIVIDUALS WHO WANT TO BUY/SELL REAL ESTATE TO OTHER REAL ESTATE SALES AGENTS & SHARING IN THE COMMISSION DURING THE SALE OF THE PROPERTY;POSITION/DUTIES:REAL ESTATE SALES ASSOCIATE;START DATE:03/01/2019; LESS THAN 4 HRS;TRADING HOURS/MONTH:LESS THAN 4; 4.) NAME:LIFEWEALTH REAL ESTATE TWO, LLC;INV RELATED:PERSONAL REAL ESTATE INVESTMENTS; ADDRESS: WINTER GARDEN, FL ;NATURE: PURCHASING,RENOVATING & SELLING REAL ESTATE;POSITION:OWNER/PARTNER;START DATE:4/2/2019; 2 HRS/MO;TRADING HRS/MO:0;DUTIES:IDENTIFY & ACQUIRE HOMES IN NEED OF RENOVATION CONTRACT FOR RENOVATION & SELL PROPERTY 5.) NAME: MISSION INCREASE; INV RELATED: NO; ADDRESS: 7357 SW BEVELAND ROAD, SUITE 200, PORTLAND, OR 97223; NATURE: FUNDRAISING; POSITION: BOARD MEMBER; START DATE: 10/2019; 8 HRS; TRADING HRS/MO: 8; DUTIES: BOARD MEMBER 6.) Name: Madison Avenue Securities; 13500 Evening Creek Drive N Suite 555, San Diego CA 92128; Yes Investment Related; Broker Dealer; Registered Representative; Start Date 05/2018; Approx.160 hours a month; Approx. 160 during trading; Securities Sales and Services 7.) Name: LifeWealth Learning Center, Inc.; Address: 270 W. Plant St., Ste 240, Winter Garden, FL 34787; Investment Related: Yes; Position: President; Duties: Control and Management of this entity; Hours/Mo: 1; Security Trading Hours: 1; Start Date: 10/15/2024 8.) Name: LifeWealth Investments, LLC; Address: 270 W. Plant St., Ste 240, Winter Garden, FL 34787; Investment Related: Yes; Position: Investment Advisor Representative; Duties: Owner & Sr. Financial Advisor, Investment advice to clients, sales and financial planning; Hours Per Week: 30 Hours; Start Date: 11/4/2024 9.) Name: LifeWealth Tax Planners, LLC.; Address: 270 W. Plant St., Ste 240, Winter Garden, FL 34787; Investment Related: No; Position: Owner/President; Duties: Hiring CPA to provide tax preparation/filing services, tax planning, estate tax planning and business transition/succession tax planning services; Hours/Mo: 1; Security Trading Hours: 1; Start Date: 10/01/2025
CRS (Client Relationship Summary) - RIA
Click below to view Hilgardt Wilhelm Lamprecht's 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®
Start date: 2020
Experience
Current
November 21, 2024 - Present
THE LIFE WEALTH GROUP
Office #1: 270 W. Plant Street Ste. 240, Winter Garden, FL 34787RIA
CRD#: 332978
WINTER GARDEN, FL
Current
May 3, 2018 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 270 W. Plant St. Suite 240, Winter Garden, FL 34787RIA
BD
CRD#: 23224
Winter Garden, FL
Past
May 4, 2018 - May 1, 2025
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
Winter Garden, FL
Past
November 5, 2012 - May 4, 2018
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
RIA
CRD#: 132070
Orlando, FL
Past
November 2, 2012 - May 4, 2018
G.F. INVESTMENT SERVICES, LLC
BD
CRD#: 132939
ORLANDO, FL
Past
July 5, 2002 - November 2, 2012
G. A. REPPLE & COMPANY
RIA
CRD#: 17486
ORLANDO, FL
Past
May 9, 2002 - November 2, 2012
G. A. REPPLE & COMPANY
BD
CRD#: 17486
ORLANDO, FL
Past
March 27, 1997 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
March 27, 1997 - May 7, 2002
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
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".
TL
THE LIFE WEALTH GROUP
LIFEWEALTH INVESTMENTS, LLC | THE LIFE WEALTH GROUP | SIGNIFICANT WEALTH MANAGEMENT, INC.
CRD#: 332978 / SEC#: 801-131318
RIA
Registered Investment Advisory firm - (10/18/2024 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.RR
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
RR
Alabama(5/9/2019)
RR
California(9/26/2023)
RR
Colorado(5/14/2018)
RR
Florida(5/14/2018)
IAR
Florida(11/21/2024)
RR
Georgia(5/4/2018)
RR
Illinois(11/6/2023)
RR
Indiana(11/2/2023)
RR
Kansas(5/11/2018)
RR
Michigan(5/13/2020)
RR
Minnesota(12/20/2021)
RR
Missouri(5/4/2018)
RR
New Jersey(9/25/2023)
RR
New York(1/7/2025)
RR
North Carolina(5/17/2018)
RR
Pennsylvania(6/22/2021)
RR
South Carolina(5/15/2018)
RR
South Dakota(1/10/2022)
RR
Tennessee(6/13/2018)
RR
Texas(5/4/2018)
RR
Virginia(5/17/2018)
RR
Wisconsin(5/10/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TL
THE LIFE WEALTH GROUP
LIFEWEALTH INVESTMENTS, LLC | THE LIFE WEALTH GROUP | SIGNIFICANT WEALTH MANAGEMENT, INC.
CRD#: 332978 / SEC#: 801-131318
RIA
Registered Investment Advisory firm - (10/18/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
270 W. Plant Street Ste. 240, Winter Garden, FL 34787
Mailing Address
Phone number
(407) 299-4129
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 314 |
| AUM (Assets Under Management) | $ 177,712,580 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
