James PommertCRD Number: 5487521
Current Firm: Equitta Advisors LLC
James Pommert (CRD# 5487521) is an Investment Advisor Representative working at Equitta Advisors LLC in Milwaukee, WI and has over 8 years of experience in the finance industry. James Pommert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Financial Service Group Inc.
Fortress Planning Group
|Equitta Advisors, LLC||Milwaukee, WI||Jun 2017 - Current||< 1|
|Kansas City Life Insurance Company||Kansas City, MO||May 2011 - Current||6|
|Krilogy Financial||St Louis, MO||Apr 2011 - Jun 2017||6|
|Purshe Kaplan Sterling Investments||Albany, NY||May 2011 - Nov 2011||< 1|
|Securian Financial Services||St. Paul, MN||Feb 2009 - Apr 2011||2|
|Minnesota Life Insurance Company||St. Paul, MN||Feb 2009 - Apr 2011||2|
|Renaissance Financial||St. Louis, MO||Feb 2009 - Apr 2011||2|
|Clayton Capital Partners||St Louis, MO||Jul 2008 - Feb 2009||< 1|
|St. Louis University||St. Louis, MO||Aug 2004 - Jan 2009||4|
|Total Quality Legistics||Cincinnati, OH||May 2008 - Aug 2008||< 1|
|Citi Smith Barney||St. Louis, MO||Jan 2008 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2009|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MO, OH, WI
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