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

Michael Lamsfuss is an agent 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 KY and IN. No insurance business may be conducted outside these 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, 9300 Shelbyville Rd, Suite 1250, Louisville, KY 40222 (502) 327-8589. In this regard, this communication is strictly intended for individuals residing in the states of IN & KY. No offers may be made or accepted from any resident outside the specific states referenced.


Michael Lamsfuss is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company, offering advisory services in the states of KY, IN. As such, these services are strictly intended for individuals residing in the specific states referenced.



 

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