Unclaimed Profile

Robert Edward Lampe

RIGHTWEALTH ADVISORS, LLC·MIAMISBURG, Ohio

SIE, Series 7, Series 9, Series 31, Series 63, Series 65CFP ChFC26 years registeredRIGHTWEALTH ADVISORS, LLC

10050 INNOVATION DRIVE, SUITE 130, MIAMISBURG, OH 45342CRD# 2397314Firm CRD# 300656

Profile Verification

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

Identity

Robert Edward Lampe · MIAMISBURG, OH

Registration

CRD #2397314 · RIGHTWEALTH ADVISORS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

RIGHTWEALTH ADVISORS, LLC

Jul 2019 – present

RAYMOND JAMES & ASSOCIATES, INC.

Feb 2013 – Jul 2019

MIAMISBURG, OH

MORGAN KEEGAN & COMPANY, INC.

Feb 2011 – Feb 2013

MIAMISBURG, OH

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Mar 2011

CENTERVILLE, OH

CITIGROUP GLOBAL MARKETS INC.

Dec 1999 – Jun 2009

CENTERVILLE, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 31

Series 63

Series 65

Registration record

First registered · December 7, 1999

Years registered · 26

Professional designations · CFP, ChFC

Disclosure History

2004Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

RIGHTWEALTH ADVISORS, LLC

CRD 300656 · SEC 801-114853

AUM

$166M

Regulatory assets under management

Employees

656 client accounts

Services offered by RIGHTWEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RIGHTWEALTH ADVISORS, LLC →

Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MIAMISBURG?

Browse all registered financial advisors in MIAMISBURG, Ohio or claim this profile if it's yours.

Browse MIAMISBURG Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert Edward Lampe offer?

Robert Edward Lampe specializes in Financial Planning, Investment Management. Contact their office in MIAMISBURG, Ohio for a consultation.

What are Robert Edward Lampe's credentials?

Robert Edward Lampe holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Edward Lampe located?

Robert Edward Lampe is based in MIAMISBURG, Ohio, working with RIGHTWEALTH ADVISORS, LLC. Their office serves clients in the MIAMISBURG metropolitan area and surrounding communities.

How does Robert Edward Lampe charge for services?

Robert Edward Lampe's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RIGHTWEALTH ADVISORS, LLC?

RIGHTWEALTH ADVISORS, LLC has approximately 4 employees and manages $166M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →