Unclaimed Profile

Christopher Mundt Lamb

OLD MISSION INVESTMENT COMPANY, LLC·TRAVERSE CITY, Michigan

Clean recordOLD MISSION INVESTMENT COMPANY, LLC

880 MUNSON AVENUE, TRAVERSE CITY, MI 49686CRD# 2412619Firm CRD# 140381

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher Mundt Lamb · TRAVERSE CITY, MI

Registration

CRD #2412619 · OLD MISSION INVESTMENT COMPANY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Christopher Mundt Lamb is a registered financial advisor based in TRAVERSE CITY, Michigan, affiliated with OLD MISSION INVESTMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

OLD MISSION INVESTMENT COMPANY, LLC

AUM

$679M

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2412619

Firm CRD# 140381

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Christopher Mundt Lamb offer?

Christopher Mundt Lamb specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TRAVERSE CITY, Michigan for a consultation.

What are Christopher Mundt Lamb's credentials?

Christopher Mundt Lamb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Mundt Lamb located?

Christopher Mundt Lamb is based in TRAVERSE CITY, Michigan, working with OLD MISSION INVESTMENT COMPANY, LLC. Their office serves clients in the TRAVERSE CITY metropolitan area and surrounding communities.

How does Christopher Mundt Lamb charge for services?

Christopher Mundt Lamb's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OLD MISSION INVESTMENT COMPANY, LLC?

OLD MISSION INVESTMENT COMPANY, LLC has approximately 10 employees and manages $679M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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