Kevin A. Laman

LATTICE WEALTH ADVISORS

Chattanooga, TN 37411

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CRD#: 5170111

Professional summary

Kevin Allen Laman, CFP® is a registered financial advisor currently at LATTICE WEALTH ADVISORS located in Chattanooga, Tennessee.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Kevin has worked at 4 firms and has passed the Series 66, SIE and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Allen Laman'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^®

Certified Financial Planner

Start date: 2012

Experience

Current

July 31, 2019 - Present

LATTICE WEALTH ADVISORS

Office #1: 4610 Brainerd Rd Unit 6, Chattanooga, TN 37411

RIA

CRD#: 301132

Chattanooga, TN

Past

February 7, 2017 - August 1, 2019

INNOVATIVE ADVISORY PARTNERS, LLC

RIA

CRD#: 156135

CHATTANOOGA, TN

Past

July 31, 2013 - December 31, 2016

INNOVATIVE ADVISORY PARTNERS, LLC

RIA

CRD#: 156135

CHATTANOOGA, TN

Past

July 22, 2013 - January 2, 2019

LPL FINANCIAL LLC

CRD#: 6413

CHATTANOOGA, TN

Past

February 22, 2008 - August 6, 2013

OSAIC FA, INC.

RIA

CRD#: 3978

CHATTANOOGA, TN

Past

February 15, 2008 - August 6, 2013

OSAIC FA, INC.

CRD#: 3978

CHATTANOOGA, TN

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.

Highlighted states indicate IAR registrations

IAR

Georgia
(8/23/2019)

IAR

Tennessee
(7/31/2019)

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

IAR

Series 66

Date: 2/21/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/14/2008

General Securities Representative Examination

Current Firm

LATTICE WEALTH ADVISORS

LATTICE WEALTH ADVISORS | LATTICE WEALTH ADVISORS, LLC

CRD#: 301132 / SEC#:

Georgia

Registered Investment Advisory firm - (8/23/2019 Approved)

Tennessee

Registered Investment Advisory firm - (7/31/2019 Approved)

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Contact information

Main Address

4610 Brainerd Rd Unit 6, Chattanooga, TN 37411

Mailing Address

Phone number

(423) 225-2450

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	348
AUM (Assets Under Management)	$ 38,739,017

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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OSAIC WEALTH, INC.

IAR

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Kevin A. Laman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Allen Laman's CRS (Customer Relationship Summary).

Certified licenses

Experience

LATTICE WEALTH ADVISORS

INNOVATIVE ADVISORY PARTNERS, LLC

INNOVATIVE ADVISORY PARTNERS, LLC

LPL FINANCIAL LLC

OSAIC FA, INC.

OSAIC FA, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/21/2008

SIE

Date: 10/1/2018

Series 7

Date: 2/14/2008

Current Firm

LATTICE WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LATTICE WEALTH ADVISORS

TRUST BUT VERIFY

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