Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Benjamin Lammers is a financial advisor with over 30 years of experience in the industry. John is currently registered with Avantax Advisory Services and has been with the firm since 2015. He provides financial planning and investment advice to individuals, businesses, and retirement plans. John also has experience working with Regal Securities, RBC Capital Markets, LLC, Commonwealth Financial Network, H.D. Vest Investment Services, Marquette Financial Group, Inc., Titan/Value Equities Group, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, NYLIFE Securities Inc., Marshall Davis, Inc., and Evan Ryan Securities, Inc. John is dedicated to helping his clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
MN
05/15/2020 - Present
Avantax Advisory Services (Plymouth MN)
MN
09/27/2013 - 06/12/2015
REGAL SECURITIES, INC. (Bayport MN)
MN
12/15/2009 - 10/10/2013
RBC CAPITAL MARKETS, LLC (STILLWATER MN)
MN
10/03/2003 - 12/22/2009
COMMONWEALTH FINANCIAL NETWORK (LAKE ELMOS MN)
TX
04/01/2002 - 10/03/2003
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
MN
11/17/1993 - 04/01/2002
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
CA
07/27/1992 - 03/08/1993
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
MN
09/20/1990 - 04/07/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/20/1990 - 04/07/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
06/29/1990 - 08/23/1990
NYLIFE SECURITIES INC. (NEW YORK NY)
NA
11/01/1988 - 10/30/1989
MARSHALL DAVIS, INC.
NA
10/05/1988 - 11/07/1988
EVAN RYAN SECURITIES, INC.
IA
Issued 06/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1988
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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