Investment Adviser Representative

Background
 

Michael Lamsfuss is a financial services professional who specializes in retirement planning with an emphasis in wealth transfer. Michael Lamsfuss’ specialties include, solving planning problems faced by traditional micro retirement strategies and supplemental retirement plans for highly compensated employees or business owners. Prior to the financial industry, Michael Lamsfuss was a consultant in the computer engineering field.
 

Honors
·         Life AllStar Award (2008)
·         Career Life Producer Award (2007)
·         Career Life Success Award (2006)
 
Education
·         2002 M.S., cum laude, J.B. Speed School of Engineering
·         2001 B.S., cum laude, J.B. Speed School of Engineering
·         1998, Honorable Discharge, US Army
 
Publications
            Michael Lamsfuss has articles published in:
·          Aging Well
·          Southern Indiana Business Source
 
Professional Activities and Memberships
·         Member, NAIFA
·         Southern Indiana Chamber of Commerce
·         Southern Indiana Estate Planning Council
 
Licensed/Territories
·         Kentucky
·         Indiana
 
Civic Involvement
·         Director, Louisville Korean School (2007-present)
·         Director, Louisville Metro NAIFA (2010-present)
·         Volunteer, Senior Care Experts (2006-present)
·         Volunteer, National Kidney Foundation of Kentucky (2007-present)
 
Tasks
·         Finding, building and maintaining client relationships
·         Meeting with clients, their advisors and referral sources
·         Follow up with clients via annual, semi annual or quarterly correspondences