Matthew Robert Lamarre

Employer firm

Simplyria Advisor Network CRD 154494

$215M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 05/2011 → Present
  Caitlin John, Llc
  Brighton, MI
• 12/2013 → Present
  Jackson Kennedy
  Brighton, MI
• 04/2009 → Present
  M&L Reitrement Solutions
  Fowlerville, MI

Other Businesses

JACKSON KENNEDY, NON INVESTMENT-RELATED, 10192 GRAND RIVER AVE., SUITE 114, BRIGHTON, MI 48116, SELLING ANNUITY, FIA, LIFE INSURANCE PRODUCTS, MANAGING PARTNER, 12/2013, 160 HRS/MON., 160 HRS/MON DURING TRADING HOURS M&L RETIREMENT SOLUTIONS, NON INVESTMENT-RELATED, 4633 EMERALD VALLEY LOOP, FOWLERVILLE, MI 48836, SELLING ANNUITY, FIA, LIFE INSURANCE PRODUCTS, OWNER, 04/2009, 40 HRS/MON., 40 HRS/MON DURING TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-02-18

Other Names

• Matthew R Lamarre