Andrew David Lamer
Investment adviser representative at Bazis Private Wealth, LLC
12 yearsExperience
1 stateRegistered in
$244.1MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Bazis Private Wealth. LLCSep 2024 to now
- Nebraska Army National GuardFeb 2018 to now
- KidwellNov 2019 to Aug 2024
- Citv of OmahaJun 2017 to Aug 2019
- Full Time StudentAug 2014 to Aug 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NE).
Bazis Private Wealth, LLC
$244.1MAssets managed
210Clients
4Advisers
10 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
- 7981366
- Firm CRD
- 148605