James Lewis Battmer is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2021-12-17 | present | Yes |
| LOCKTON INVESTMENT ADVISORS, LLC | 2021-04-07 | 2021-12-17 | — |
| LPL FINANCIAL LLC | 2010-11-30 | 2012-02-10 | — |
| NRP ADVISORS, INC. | 2010-08-27 | 2010-11-30 | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | 2010-06-09 | 2021-03-24 | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | 2010-06-09 | 2014-12-31 | — |
| MORGAN STANLEY DW INC. | 2004-12-13 | 2005-02-01 | — |