David Lampe
Lampe Financial Group · Littleton, Colorado
David Lampe is a fee-only financial advisor at Lampe Financial Group in Littleton, Colorado. Lampe Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Lampe Financial Group |
|---|---|
| Based in | Littleton, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $56.9M across 175 accounts |
| SEC registration | Investment adviser representative in CO, OH, PA, TX · CRD 5204930 |
| Exams passed | Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.lampefinancialgroup.com |
| Profile |
How David's firm compares
- Lampe Financial Group's average account is about $325,000, from its Form ADV (assets managed divided by 175 accounts).
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Questions about David
Is David Lampe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Lampe Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Lampe Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Lampe based?
David Lampe is based in Littleton, Colorado.
Is David Lampe registered with the SEC?
Yes. David Lampe is registered as an investment adviser representative in CO, OH, PA and TX (CRD 5204930), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lampe Financial Group manage?
Lampe Financial Group reports $56.9M across 175 accounts in assets under management.
How do I contact David Lampe?
Through David's website, www.lampefinancialgroup.com.
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
- 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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