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James Bernard Lammers

Commonwealth Financial Network

Omaha, NE

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-23
NE RA APPROVED 2023-04-25
  • TX RA
    APPROVED
    Since 2026-03-23
  • NE RA
    APPROVED
    Since 2023-04-25

Branch Locations

16934 Frances St. Suite 201, Omaha, NE 68130 • 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
Lammers Financial Advisors Omaha NE 04/1995 Present
Securities America Advisors Omaha NE 04/1995 04/2023
Securities America, Inc. Omaha NE 04/1995 04/2023
Trusted Wealth Partners Omaha NE 04/2023 Present
Commonwealth Financial Network San Diego CA 04/2023 Present
  • 04/1995 → Present
    Lammers Financial Advisors
    Omaha, NE
  • 04/1995 → 04/2023
    Securities America Advisors
    Omaha, NE
  • 04/1995 → 04/2023
    Securities America, Inc.
    Omaha, NE
  • 04/2023 → Present
    Trusted Wealth Partners
    Omaha, NE
  • 04/2023 → Present
    Commonwealth Financial Network
    San Diego, CA
Previous Registrations
  • 1995-05-03 → 2023-04-20
    Securities America Advisors, Inc.
    Omaha, NE
    Omaha, NE
Other Businesses

Fixed insurance sales; as of 04/20/2023; 1% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1982-07-22
  • S63 Uniform Securities Agent State Law Examination
    1982-07-22
Designations
Other Names
  • Jim Lammers

View on SEC IAPD

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LPL ENTERPRISE, LLC
PFS INVESTMENTS INC.
HILEY HUNT WEALTH MANAGEMENT, INC.
INTEGRITY ALLIANCE, LLC.

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ERIK R. ADEN
KYLEE LIN SIMON
Jack Edward Wolfgram
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PAUL PATRICK KEATTS

Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

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