Lotte Schmidt Optekamp

Current Employers

Employment History

• 08/2011 → Present
  Lifestyle Asset Management, Inc.
  Friendswood, TX

Previous Registrations

• 2011-05-11 → 2011-08-29
  Woodlands Wealth Management Group Llc
  The Woodlands, TX
• 2006-06-12 → 2009-05-20
  Shieldadvisors Corp.
  Houston, TX
• 2003-10-17 → 2006-12-31
  Ffp Advisory Services Inc
  Houston, TX
  Houston, TX
• 1998-02-12 → 2003-11-11
  Aegis Asset Management Inc
  Houston, TX

Other Businesses

Ms. Optekamp is a licensed insurance agent. From time to time, she will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Lifestyle Asset Management, Inc. always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients always have the right to decide whether or not to utilize the services of any Lifestyle Asset Management, Inc. representative in such individual's outside capacities. I hour a month is spend on this activity. 1 hour a month is dedicated to this activity.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-02-15