Peter M Lampert

Current Employers

Employment History

• 06/1997 → Present
  Lampert Management, Inc
  Denver, CO
• 06/2007 → 06/2024
  Lampert & Associates Llc
  Denver, CO
• 09/2009 → Present
  Lampert Educational Resources Llc
  Denver, CO
• 02/2023 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA
• 10/2024 → Present
  Hornor, Townsend & Kent, Llc
  Horsham, PA

Previous Registrations

• 2008-08-14 → 2024-07-24
  Lampert & Associates Llc
  Fairfax, VA
  Littleton, CO
  Pine, CO
  Littleton, CO
• 2010-06-07 → 2010-10-04
  Signator Financial Services, Inc.
  Fairfax, VA
  Bellevue, WA
• 2007-03-14 → 2007-12-31
  On Investment Management Co
  Fairfax, VA
  Cincinnati, OH
• 2006-05-31 → 2007-01-24
  On Investment Management Co
  Fairfax, VA
  Cincinnati, OH
• 2004-12-15 → 2006-03-28
  Park Avenue Securities Llc
  Fairfax, VA
• 2003-12-05 → 2004-05-07
  Mml Investors Services, Llc
  Vienna, VA
• 2001-10-05 → 2003-07-03
  Park Avenue Securities Llc
  Fairfax, VA

Other Businesses

1) NAME OF ACTIVITY: INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: LAMPERT INSURANCE AGENCY, LLC | POSITION HELD: AGENT | ADDRESS: 2679 W MAIN ST, LITTLETON, CO 80120 | START DATE: DATE 10/21/2019| NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS. PER MTH: 15 | APPROX TRADING HRS. PER MTH: 5 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE, INCLUDING PENN MUTUAL LIFE PRODUCTS. 2) NAME OF ACTIVITY: COLLEGE PLANNING | INVESTMENT RELATED: NO | DBA NAME: AFFORD COLLEGE AND LAMPERT EDUCATIONAL RESOURCES, LLC | POSITION HELD: MEMBER/MANAGER | ADDRESS: 2679 W MAIN ST, LITTLETON, CO 80120 | START DATE: 06/2011 | NATURE OF ACTIVITY: COLLEGE PLANNING | APPROX HRS. PER MTH: 20 | APPROX TRADING HRS. PER MTH: 10 | DESCRIPTION OF DUTIES: EDUCATION PLANNING. CONSULTANT; PROVIDING COLLEGE ADMISSION AND FINANCIAL CONSULTING TO FAMILIES 3) NAME OF ACTIVITY: LAMPERT TAX SERVICES, LLC | INVESTMENT RELATED: NO | DBA NAME: LAMPERT TAX SERVICES | POSITION HELD: MEMBER/MANAGER | ADDRESS: 2679 W MAIN ST, LITTLETON, CO 80120 |START DATE: 10/2019 | NATURE OF ACTIVITY: TAX PLANNING AND TAX COMPLIANCE | APPROX HRS. PER MTH: 5 | APPROX TRADING HRS. PER MTH: 2 | DESCRIPTION OF DUTIES: PROVIDE TAX PLANNING AND TAX RETURN PREPARATION. 4) NAME OF ACTIVITY: NATIONAL COLLEGE AFFORDABILITY GROUP | INVESTMENT RELATED: NO | DBA NAME: NATIONAL COLLEGE AFFORDABILITY GROUP | POSITION HELD: PRESIDENT BOARD OF DIRECTORS | ADDRESS: 15073 S WINDCREST DR, PINE, CO 80470 | START DATE: 2002 | NATURE OF ACTIVITY: NCAG IS A NON-PROFIT FOCUSED ON EDUCATION OF COLLEGE AFFORDABILITY ISSUES | APPROX HRS. PER MTH: 10 | APPROX TRADING HRS. PER MTH: 0 | DESCRIPTION OF DUTIES: ADMINISTER ALL BOARD MEETINGS AND ACTIVITIES; MANAGE ALL SUB-COMMITTEES; ADMINISTER THE BOARD'S VOTING. 5)INSURANCE BROKERAGE | DBA: 1847FINANCIAL | POSITION: AGENT | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 160 | SECURITIES TRADING HOURS: 100 | START DATE: 11/26/2024 | ADDRESS: 2679 W MAIN ST, LITTLETON CO 80120 | DESCRIPTION: SALES OF INSURANCE PRODUCTS AND ANNUITIES. 5)LAMPERT MANAGEMENT INC. | POSITION: Proprietor/Owner | NATURE: Holding Company INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/06/1998 | ADDRESS: 2679 W Main St., Suite 300-904, Littleton CO 80120 | DESCRIPTION: Lampert Management Inc. is a shell company. It neither conducts nor has active business. Instead, it acts only as a second partner to other limited liability companies: Lampert Educational Resources LLC (OBA College Planning), Lampert Insurance Agency LLC (OBA Insurance Brokerage), Lampert Tax Services LLC (OBA Lampert Tax Services).

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-11-26
• S63 Uniform Securities Agent State Law Examination
  1997-09-09

Other Names

• Peter Mathias Lampert
• Peter M Lampart