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Matthew Alan Lammers

Equitable Advisors, LLC

Sioux Center, IA

CRD 6440549

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Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-04-29
IA RA APPROVED 2015-04-14
  • TX RA
    APPROVED_RES
    Since 2024-04-29
  • IA RA
    APPROVED
    Since 2015-04-14

Branch Locations

1230 S Main Ave Po Box 195, Sioux Center, IA 51250 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors, Llc New York NY 02/2015 06/2020
Zeutenhorst Financial Inc Sioux Center IA 01/2015 Present
Equitable Advisors, Llc New York NY 02/2015 Present
  • 02/2015 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 01/2015 → Present
    Zeutenhorst Financial Inc
    Sioux Center, IA
  • 02/2015 → Present
    New York, NY
Other Businesses

1. Zeutenhorst Financial; 1230 South Main Ave, Sioux Center, IA 51250; Registered Sales Assistant-Broker; Start 1/19/2015; Approx. 180 hrs/mo. 2. POA for spouse. 3. VARIOUS OUTSIDE INSURANCE.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-08
  • S66 Uniform Combined State Law Examination
    2015-04-08

View on SEC IAPD

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