Michael J. Lammers

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 01/2017
  Axa Advisors, Llc
  New York, NY
• 11/2017 → 09/2018
  Ohio National Equities, Inc
  Cincinnati, OH
• 09/2017 → 10/2017
  Unemployed
  Romulus, MI
• 12/2018 → 03/2020
  J.P. Morgan Securities Llc
  Westerville, OH
• 10/2018 → 10/2018
  Unemployed
  Cincinnati, OH
• 06/2017 → 08/2017
  City Of Romulus Clerk's Office
  Romulus, MI
• 02/2017 → 05/2017
  Unemployed
  Romulus, MI
• 11/2018 → 12/2018
  Jp Morgan Chase Bank Na
  Westerville, OH
• 03/2020 → 01/2023
  J.P. Morgan Securities Llc
  Westerville, OH
• 01/2023 → 06/2024
  Securities America, Inc.
  La Vista, NE
• 01/2023 → 06/2024
  Securities America Advisors
  La Vista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2023-01-09 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE
• 2019-03-15 → 2023-01-08
  J.P. Morgan Securities Llc
  Westerville, OH
  Westerville, OH
  Westerville, OH
  Westerville, OH
  Westerville, OH
  Westerville, OH
  Westerville, OH
  Westerville, OH
  Plano, TX
• 2014-08-19 → 2017-02-03
  Equitable Advisors, Llc
  Romulus, MI
  Troy, MI
  Troy, MI

Exams

• S66 Uniform Combined State Law Examination
  2019-06-14

Other Names

• Michael J Lammers
• Michael Joseph Lammers
• Mike Lammers