James Pommert, financial advisor Milwaukee WI
96 score

James Pommert

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for James W. Pommert
Phone Number: 844-369-3961
Firm Website: http://www.equitta.com
Registered State(s):
  • MO
  • WI
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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