Lamar Daniel Breshears

Employer firm

Rpg Family Wealth Advisory, LLC CRD 158528

$701M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → Present
  Harding Financial Partners
  Salt Lake City, UT
• 01/2014 → 01/2018
  Alpine Capital Management, Inc
  Salt Lake City, UT
• 01/2018 → 11/2019
  Horter Investment Management
  Cincinnati, OH
• 11/2019 → 09/2023
  The Leaders Group, Inc.
  Littleton, CO
• 09/2023 → Present
  Rpg Family Wealth Advisors D/B/A Harding Financial Partners
  Salt Lake City, UT

Previous Registrations

• 2019-11-18 → 2023-09-22
  Tlg Advisors, Inc.
  Salt Lake City, UT
  Summit, NJ
  Salt Lake City, UT
• 2018-01-29 → 2019-11-18
  Horter Investment Management, Llc
  Salt Lake City, UT
  Cincinnati, OH
• 2014-02-21 → 2018-01-19
  Alpine Capital Management, Llc
  Salt Lake City, UT
• 2012-10-30 → 2013-12-11
  Mml Investors Services, Llc
  Salt Lake City, UT
• 2009-07-15 → 2012-07-25
  Oneamerica Securities, Inc.
  Ferndale, MI
  Salt Lake City, UT
• 2007-10-12 → 2009-07-06
  Securian Financial Services, Inc.
  Salt Lake City, UT

Other Businesses

1.) HARDING FINANCIAL PARTNERS - 6/1/2009 - 4525 S Wasatch Blvd, #210, Salt Lake City, UT 84124 - Vice President, Financial advising to clients and agents, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) DBA. Harding Financial Partners, At Reported Business Location, Registered Investment Advisor, DBA, IAR, 09/15/2023. 3.) 925 Syndicate; 2025-03-01; 4642 S FORTUNA WAY MILLCREEK UT 84124; Partner; Create power points and act as a customer point of contact if there are questions; Not Investment Related; Execute sales-leaseback of credit union real estate to generate depreciation tax deductions for clients; 10 hrs/month (Outside trading hours). 4.) Lucrum Industries; 2025-03-01; 4642 S FORTUNA WAY MILLCREEK UT 84124; Partner; Onboarding of new agents; Not Investment Related; Sell CRM tech packages to help financial advisors maintain contact with clients; 16 hrs/month (Outside trading hours). 5) LDB Equipment ; 2023-01-01; 4642 S FORTUNA WAY MILLCREEK UT 84124; President; Run all aspects of the company; Not Investment Related; purchase heavy construction equipment and rent it out to construction companies; 4 hrs/month (Outside trading hours). 5)Mortgage Free Life; Location of the business: 510 W. Pearce Blvd., Suite 1 Wentzville MO 63385 USA; Description of the business: Mortgage Free Life serves in a supporting capacity for financial underwriting and insurance underwriting processes. A third party banking institution is exclusively responsible for all financial underwriting activities, while a third party insurance company exclusively handles all aspects of insurance underwriting. Position Title: Board Member. Responsibilities Duties: Mr. Breshears attends board meetings, trains agents on life insurance illustrations, and answers situational questions about sales. Start date with business: 01/01/2025 Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: ,1% 6) Irvine Capital Legacy Group LLC; Owner; Investment Related; 8 The Green Ste A Dover DE 19901; Description: We buy, leaseback, seller renovates, then repurchases at 110% after 36 months; Responsibilities: Recruit both buyers and sellers for the real estate transaction ; Start date: 2025-07-18; 10 Hours per month devoted to business during trading hours; 0 Hours per month devoted to business outside trading hours; 20 Percent of total yearly compensation expected to be derived from the business.

Exams

• S66 Uniform Combined State Law Examination
  2007-09-14