Securities America Advisor Heads National Association
Founded in 1928, the Society of Financial Service Professionals is the standard bearer for excellence in professionalism, advanced continuing education, and ethical guidance for the nation's top financial advisers. The society has approximately 14,000 members, each of whom holds one or more of the following recognized financial service credentials: AEP®,CASL®, CEBS®, CFA®, CFP®, ChFC®,CIMA®,CLF®,CLU®, CPA,CPC, CPCU, CTFA, Enrolled Actuary, JD, MSFS/MSM, Masters/PhD in Financial Services,REBC®, RHU®.
Lammers, a 25-year member of FSP, served on the society's national board of directors and as a past president of the society's Omaha Chapter. He was a 2003 winner of the Paul S. Mills Scholarship, awarded annually to society members who have demonstrated a strong commitment to ethical business practices, professional education, and volunteerism.
Lammers started his career as a registered representative with IDS Financial Services in Ohio in 1970. He was promoted to district manager in 1976 and supervised seven financial planners in addition to maintaining his personal practice of 500 clients. In 1982 he was promoted to Omaha division vice president of IDS/American Express Financial Advisors. Under his direction, the division grew from 16 financial planners and $19 million in sales volume to 45 financial planners and $90 million in annual sales volume
In 1995, Lammers formed his own independent financial practice and selected Securities America as his broker-dealer. His wife, Beatrice, has worked in the firm as a sales assistant since 1997.
"We're proud to have Jim Lammers as a Securities America advisor," said Jim Nagengast, Securities America CEO and president. "His commitment to ethics, excellence and education in our field provides a shining example to the rest of our advisors across the country. With his role in FSP, he can share that commitment with professionals in every discipline of financial services across the country."
Lammers earned the Certified Financial Planner„¢ (CFP®) designation in 1984 through the College of Financial Planning and the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations in 1988 from the American College. His roles in professional and community organizations have included past president of the Nebraska Institute of Certified Financial Planners; past president of the Financial Planning Association of Nebraska; past Chapter Leadership Resource Council for the Financial Planning Association (national); past president of the Nebraska General Agents & Managers Association; past board president of Community Alliance Inc.; current board of directors of the National Association of Insurance and Financial Advisors; and past member of the Metro Area Transit Board committee for hourly employees' pension plan.
Lammers received the 2002-2003 Quality of Life Award and the 2007 Agent of the Year Award from the National Association of Insurance and Financial Advisors and the 2000 Nebraska CFP® Licensee of the Year Award from the Financial Planning Association.
About Securities America
Headquartered in La Vista, Neb., Securities America Inc. is a national top 10 independent broker-dealer (as ranked by Financial Planning magazine). For more than 25 years, Securities America's mission has been to foster the success of financial professionals so they can provide quality, objective counsel and services to their clients. Advisors benefit from the firm's industry-leading programs in practice management, advisory services and retirement income distribution, supported by state-of-the-art technology. Founded in 1993, Securities America Advisors Inc. is an SEC-Registered Investment Advisory firm that offers investment management, financial advice and financial planning through a national network of independent financial advisors. Securities America Financial Corp. is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS). Securities America received the inaugural Thought Leadership Award from the Retirement Income Industry Association in March 2011, the inaugural Bank Insurance & Securities Association (BISA) Technology Innovation Award in March 2013 and was named to the 2013 InformationWeek 500, a list of the top technology innovators in the U.S. Additional information is available at www.securitiesamerica.com.
Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Securities offered through Securities America, Inc., member FINRA/SIPC. Lammers and Peters Wealth Plan is not affiliated with Securities America.