William Joseph Lahr
Investment adviser representative at Archetype Advisors, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$260MFirm assets
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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
- Seminars and workshops
Experience
20 years in the industry.
- Bb, LLCNov 2011 to now
- Archetype Advisors, LLCOct 2010 to now
- Forte Investment Solutions, LLCOct 2010 to now
- Lahr LLCOct 2010 to now
- Lahr ConsultingMar 2006 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (PA).
Archetype Advisors, LLC
$260MAssets managed
275Clients
3Advisers
5 yearsIn 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
- 4936279
- Firm CRD
- 156527