Lamke Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
15
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$0
About
Lamke Financial provides financial planning and investment guidance to a small roster of individuals, families and occasional small businesses, delivering tailored advice on retirement, estate and tax planning as well as recommendations for mutual funds, ETFs, bonds, individual stocks and real estate. Clients execute transactions through their own brokerage accounts, and the firm’s services are focused on planning and advisory engagements rather than custody or product sales.
The firm emphasizes a long-term, safety-oriented investment approach, typically using passive equity exposures such as index funds and ETFs alongside dividend-producing stocks and fixed-income instruments held to maturity (government bonds, CDs and money-market funds). Lamke Financial does not accept discretionary trading authority and recommends annual reviews at a minimum while leaving account control and transaction execution to the client.
A distinctive feature of the firm is its non‑AUM fee model: compensation is hourly or project-based (comprehensive plan fees are presented in the $3,000–$4,500 range) and it offers subscription blocks of advisor time instead of traditional percentage‑of‑assets fees. The principal is a CPA and CFP with more than 30 years of experience that includes Big Four accounting and senior corporate finance roles, and the firm operates with a small, hands‑on client base (about 15 clients).
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Passive / index investing
Real estate investing
Fee options
High Level Review: $1,000 - $1,500 depending on complexity; Annual subscription block of advisor time: $1,500 for up to 12 hours (available only for clients who purchased a comprehensive plan).
$190 per hour for meetings and miscellaneous advice; hourly rate basis for comprehensive financial plan preparation (typical 25-45 hours).
Fee-only: Comprehensive Financial Plan typically ranges from $3,000 to $4,500; High Level Review fee ranges from $1,000 to $1,500; Meetings and miscellaneous advice charged at $190 per hour; Annual subscription for up to 12 hours of advisor time available for $1,500.
Main office location
Lamke Financial LLC
Wheaton IL, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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