Matthew Lammers (CRD# 6440549) is an Investment Advisor Representative working at Equitable Advisors, LLC in Sioux Center, IA and has over 9 years of experience in the finance industry.
CRD# 6638558
Edward Jones
CRD# 6357291
Cambridge Investment Research Advisors, Inc.
CRD# 4666954
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | Feb 2015 - Current | 9 |
| Zeutenhorst Financial Inc. | Sioux Center, IA | Jan 2015 - Current | 9 |
| Axa Advisors, LLC | New York, NY | Feb 2015 - Jun 2020 | 5 |
| Pr Financial, LLC | Orange City, IA | Mar 2011 - Jan 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- AZ
- CO
- FL
- IA
- MN
- MO
- NE
- SD
- WY
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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