James Lammers
Certified Financial Planner at Trusted Wealth Partners
- Role
- Cfp, Clu,chfc, Bfa at Trusted Wealth Partners
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
Experience
Cfp, Clu,chfc, Bfa
Nov 2017 — Present · Omaha, NE, US
Securities and advisory services offered through Commonwealth Financial Network®, / a Registered Investment Adviser. Trusted Wealth Partners 16934 Frances St. Suite 201 Omaha, NE 68••••••••00. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use:
Skills
- Investments
- Management
- Mutual Funds
- Retirement Planning
- Strategic Planning
- Microsoft Office
- Financial Planning
- Leadership
- Microsoft Excel
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