Christopher Lamb
Old Mission Investment · Traverse City, Michigan
Christopher Lamb is a fee-only financial advisor at Old Mission Investment in Traverse City, Michigan. Christopher focuses on retirement planning and family wealth transfer. Old Mission Investment reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Early-career professionals
Facts
| Firm | Old Mission Investment |
|---|---|
| Based in | Traverse City, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $929.0M across 2,002 accounts |
| SEC registration | Investment adviser representative in MI, TX · CRD 2412619 |
| Exams passed | Series 63 (1993) · Series 65 (1994) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.omico.net |
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Questions about Christopher
Is Christopher Lamb a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Old Mission Investment reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher's firm, Old Mission Investment, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Christopher Lamb based?
Christopher Lamb is based in Traverse City, Michigan.
What does Christopher specialize in?
Christopher's specialties include retirement planning and family wealth transfer. Christopher works with multi-generational families and early-career professionals.
Is Christopher Lamb registered with the SEC?
Yes. Christopher Lamb is registered as an investment adviser representative in MI and TX (CRD 2412619), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Old Mission Investment manage?
Old Mission Investment reports $929.0M across 2,002 accounts in assets under management.
How do I contact Christopher Lamb?
Through Christopher's website, www.omico.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Old Mission Investment website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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