Lars Antony Lambrecht

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2014 → 01/2022
  Ameriprise Financial Services, Inc.
  Hopkinton,, MA
• 02/2022 → 09/2023
  Sagepoint Financial
  Rehoboth, MA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Rehoboth, MA

Previous Registrations

• 2022-02-04 → 2023-09-01
  Osaic Services, Inc.
  Rehoboth, MA
  Scottsdale, AZ
  Rehoboth, MA
• 2017-01-03 → 2022-02-10
  Ameriprise Financial Services, Llc
  Norwood, MA
  Hopkinton, MA
  Boston, MA
  Cranston, RI
  Wellesley, MA

Other Businesses

1) VESTA DIVORCE POS: CDFA NATURE: Org: INVEST RELATED: No #HRS: 15 SEC TRADE HRS: 15 START: 01/01/2021 ADDY: 40 Williams St Rehoboth MA 02769 DESC: I run networking mtgs. with other prof. s affiliated with Vesta Divorce. I participate in networking and mktg mtgs. promoted and facilitated by Vesta Divorce as a guest speaker. I receive referrals from Vesta Divorce and meet with them to discuss divorce Finl planning. I periodically charge fees for divorce Finl planning or expert testimony. 2) MASSACHUSETTS COLLABORATIVE LAW COUNCIL POS: CDFA NATURE: I participate in networking mtgs. with other prof's specializing in divorce planning. I receive referrals from members of the network, meet with them to discuss divorce Finl planning. I periodically charge fees for divorce Finl planning or expert testimony. INVEST RELATED: No #HRS: 5 SEC TRADE HRS: 5 START: 01/01/2021 ADDY: 40 Williams St Rehoboth MA 02769 DESC: I participate in networking mtgs. with other prof. s specializing in divorce planning. I receive referrals from members of the network meet with them to discuss divorce Finl planning. I periodically charge fees for divorce Finl planning or expert testimony. 3) TTEE/DPA POS: Ttee/Atty In Fact NATURE: I function as Ttee for my personal trust and my wife's trust. I serve as Atty In Fact for my wife. INVEST RELATED: Yes #HRS: 1 SEC TRADE HRS: 1 START: 12/01/2021 ADDY: 40 Williams St Rehoboth MA 02769 DESC: I function as Ttee for my personal trust and my wife's trust. I serve as Atty In Fact for my wife. 4) INS SERVICES POS: Ins Agent NATURE: Sale of Ins products, including life Ins, disability Ins, long-term care Ins and annuities.Current appointments with Highland Brokerage, Brighthouse, Symetra, United of Omaha, Banner and Nationwide, Genworth, Pacific Life, Lincoln, Assurity, Principal, Peterson, Ameritas, Minnesota Life, Illinois Mutual, Standard, Athene INV. RELATED: Yes NUMBER OF HRS: 4 SECURITIES TRADING HRS: 4 START DATE: 08/25/2023 ADDY: 40 Williams St Rehoboth MA 02769 DESC: Discuss and sell Ins products to existing clients as part of the Finl planning process. 5) IRS/AARP VOLUNTEER POS: AARP Tax Aide NATURE: Volunteer activity INVEST RELATED: No #HRS: 16 SEC TRADE HRS: 16 START: 02/02/2024 ADDY: 40 Williams St Rehoboth MA 02769 DESC: Volunteer for IRS/AARP to assist low-income seniors filing their tax returns. 6) NOTARY PUBLIC POS: Notary Public NATURE: I function as a notary public and do not charge for services. INVEST RELATED: No #HRS: 1 SEC TRADE HRS: 1 START: 03/01/2022 ADDY: 40 Williams St, Rehoboth MA 02769 DESC: I occasionally notarize documents. 7) DBA ISLAND TIME FINANCIAL SERVICES, INC. POS: President NATURE: Mktg name for my financial services practice. INVEST RELATED: Yes #HRS: 160 SEC TRADE HRS: 160 START: 01/01/2024 ADDY: 40 Williams St Rehoboth MA 02769 DESC: I have had an approved OBA (Island Time Financial Service) for quite some time. This is a mktg name for my practice. It was recently incorporated. 8) DBA ISLAND TIME FINANCIAL SERVICES POS: Owner NATURE: I have a DBA that I use to market my practice. I also use this DBA to market Ins services. This is also used to pay my employees. INV. RELATED: Yes NUMBER OF HRS: 180 SECURITIES TRADING HRS: 160 START DATE: 06/28/2022 ADDY: 40 Williams St Rehoboth MA 02769 DESC: This is a DBA for my sole proprietorship practice. 9) CERTIFIED STUDENT LOAN PROF. POS: Certified Student Loan Prof. NATURE: I will occasionally advise individuals with student loan debt regarding various government repayment options, including forgiveness programs. INVEST RELATED: No #HRS: 5 SEC TRADE HRS: 5 START: 12/02/2024 ADDY: 40 Williams St Rehoboth MA 02769 DESC: Keep informed and educated on student loan repayment and forgiveness programs. Maintain a prof. designation, Certified Student Loan Prof. (CSLP), which requires ongoing testing and certification. Advise individuals on various repayment and forgiveness programs available on government loans.

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-09-28
• S65 Uniform Investment Adviser Law Examination
  1999-12-16

Designations

• Certified Financial Planner