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Kaleb Lamb

Prism Wealth Management

Wooster, OH

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Current Employers
Prism Wealth Management

127 E Liberty St Suite 300, Wooster, OH 44691 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-06-11
  • OH RA
    APPROVED
    Since 2026-06-11

Branch Locations

127 E Liberty St Suite 300, Wooster, OH 44691 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Prism Wealth Management Llc Wooster OH 06/2026 Present
Prism Wealth Management Llc Wooster OH 05/2024 05/2026
Dougless Turf & Landscaping Wooster OH 05/2023 08/2024
Full-Time Student Wooster OH 08/2015 06/2026
Xcess Limited Wooster OH 05/2022 08/2022
Tignors Hometown Hardware Wooster OH 12/2020 03/2021
Prism Annuity & Life Co., Llc Wooster OH 06/2026 Present
  • 06/2026 → Present
    Prism Wealth Management Llc
    Wooster, OH
  • 05/2024 → 05/2026
    Prism Wealth Management Llc
    Wooster, OH
  • 05/2023 → 08/2024
    Dougless Turf & Landscaping
    Wooster, OH
  • 08/2015 → 06/2026
    Full-Time Student
    Wooster, OH
  • 05/2022 → 08/2022
    Xcess Limited
    Wooster, OH
  • 12/2020 → 03/2021
    Tignors Hometown Hardware
    Wooster, OH
  • 06/2026 → Present
    Prism Annuity & Life Co., Llc
    Wooster, OH
Other Businesses

Prism Annuity & Life Co., LLC-Insurance Agent; Inv Rel; Wooster, OH; Ins sales and services; Ins agent; 06/2026; 160 hrs.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-18
  • S65 Uniform Investment Adviser Law Examination
    2025-07-18

View on SEC IAPD

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Other Investors

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Nicholas Scott Sparr
JOSHUA MICHAEL HARTZLER
Daniel G. Fagert
Connor J Norgrove
Kaleb Reed
LOGAN PERRY SWARTZENTRUBER
JEFFREY SWARTZENTRUBER

Other Offices

ON INVESTMENT MANAGEMENT CO · WOOSTER, OH
ON INVESTMENT MANAGEMENT CO · Wooster, OH
EDWARD JONES · WOOSTER, OH
&PARTNERS · Wooster, OH
CETERA INVESTMENT ADVISERS LLC · WOOSTER, OH
WHITAKER-MYERS WEALTH MANAGERS, LTD. · Wooster, OH
APOLLO WEALTH MANAGEMENT · WOOSTER, OH
FIKE ADVISORS, LLC · WOOSTER, OH

More in Wooster, OH

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