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RIA / WealthAdvisor31 years in industry

LOTTE SCHMIDT OPTEKAMP

Advisor at LIFESTYLE ASSET MANAGEMENT, INC.

FRIENDSWOOD, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 12, 1998 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LIFESTYLE ASSET MANAGEMENT, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 15, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63
First exam: Feb 15, 1995
First registration: Feb 12, 1998
Dual registered: no
IAPD individual key: 2568888

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LIFESTYLE ASSET MANAGEMENT, INC.	Independent wealth	Aug 1, 2011	n/a	yes	FRIENDSWOOD, TX	Current employment
WOODLANDS WEALTH MANAGEMENT GROUP LLC	n/a	May 11, 2011	Aug 29, 2011	no	THE WOODLANDS, TX	Previous registration
SHIELDADVISORS CORP.	n/a	Jun 12, 2006	May 20, 2009	no	HOUSTON, TX	Previous registration
FFP ADVISORY SERVICES INC	n/a	Oct 17, 2003	Dec 31, 2006	no	HOUSTON, TX\|HOUSTON, TX	Previous registration
AEGIS ASSET MANAGEMENT INC	n/a	Feb 12, 1998	Nov 11, 2003	no	HOUSTON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WOODLANDS WEALTH MANAGEMENT GROUP LLC	LIFESTYLE ASSET MANAGEMENT, INC.	Aug 29, 2011	Aug 1, 2011	-28	Firm change	Other
SHIELDADVISORS CORP.	WOODLANDS WEALTH MANAGEMENT GROUP LLC	May 20, 2009	May 11, 2011	721	Firm change after gap	Other
FFP ADVISORY SERVICES INC	SHIELDADVISORS CORP.	Dec 31, 2006	Jun 12, 2006	-202	Firm change after gap	Other
AEGIS ASSET MANAGEMENT INC	FFP ADVISORY SERVICES INC	Nov 11, 2003	Oct 17, 2003	-25	Firm change	Other

Relationships

Registered with (5)

→ LIFESTYLE ASSET MANAGEMENT, INC.Registered adviserregistration: current employment
Aug 1, 2011 to presentfactForm ADV
→ WOODLANDS WEALTH MANAGEMENT GROUP LLCRegistered adviserregistration: previous registration
May 11, 2011 to Aug 29, 2011factForm ADV
→ SHIELDADVISORS CORP.Registered adviserregistration: previous registration
Jun 12, 2006 to May 20, 2009factForm ADV
→ FFP ADVISORY SERVICES INCRegistered adviserregistration: previous registration
Oct 17, 2003 to Dec 31, 2006factForm ADV
→ AEGIS ASSET MANAGEMENT INCRegistered adviserregistration: previous registration
Feb 12, 1998 to Nov 11, 2003factForm ADV

Dated events

No dated event names this entity yet.