Stephen Maxwell Lambert
Investment adviser representative at Investment Management & Planning LLC
11 yearsExperience
1 stateRegistered in
$238.8MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Investment Management & Planning LLCJun 2026 to now
- LPL FinancialMay 2026 to now
- Indeed, Inc.Nov 2015 to Jul 2026
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (DE).
Investment Management & Planning LLC
$238.8MAssets managed
511Clients
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
- 8267810
- Firm CRD
- 146041