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Investment Adviser Representative

Background
 

Michael Lamsfuss is a financial services professional who specializes in retirement planning with an emphasis in wealth transfer. Michael Lamsfuss’ specialties include, solving planning problems faced by traditional micro retirement strategies and supplemental retirement plans for highly compensated employees or business owners. Prior to the financial industry, Michael Lamsfuss was a consultant in the computer engineering field.
 

Honors
·         Life AllStar Award (2008)
·         Career Life Producer Award (2007)
·         Career Life Success Award (2006)
 
Education
·         2002 M.S., cum laude, J.B. Speed School of Engineering
·         2001 B.S., cum laude, J.B. Speed School of Engineering
·         1998, Honorable Discharge, US Army
 
Publications
            Michael Lamsfuss has articles published in:
·          Aging Well
·          Southern Indiana Business Source
 
Professional Activities and Memberships
·         Member, NAIFA
·         Southern Indiana Chamber of Commerce
·         Southern Indiana Estate Planning Council
 
Licensed/Territories
·         Kentucky
·         Indiana
 
Civic Involvement
·         Director, Louisville Korean School (2007-present)
·         Director, Louisville Metro NAIFA (2010-present)
·         Volunteer, Senior Care Experts (2006-present)
·         Volunteer, National Kidney Foundation of Kentucky (2007-present)
 
 
Tasks
·         Finding, building and maintaining client relationships
·         Meeting with clients, their advisors and referral sources
·         Follow up with clients via annual, semi annual or quarterly correspondences

Articles

Disclosure

Michael Lamsfuss is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, CT, FL, GA, IL, IN, KY, LA, MD, MN, OH, TN, TX, VA, and WI. No insurance business may be conducted outside the states referenced.

Michael Lamsfuss is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 9300 Shelbyville Rd Ste 1250, Louisville, KY, 40222, 502-509-5880. In this regard, this communication is strictly intended for individuals residing in the states of FL, IN, KY, MN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Michael Lamsfuss is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of FL, IN, KY, MN, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.