Lauris Stefans Lambergs
Investment adviser representative at Renaissance Wealth Advisors, LLC
17 yearsExperience
1 stateRegistered in
$109.9MFirm assets
Under 1 yearFirm in business
Are you Lauris Stefans Lambergs? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Renaissance Wealth Advisors, LLCJan 2019 to now
- Fieldstone Financial Management GroupNov 2017 to Jan 2019
- Raylign AdvisoryDec 2009 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (MA).
Renaissance Wealth Advisors, LLC
$109.9MAssets managed
93Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4001420
- Firm CRD
- 300007