# James Lewis Battmer

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | 2021-12-17 | present | Yes |
| [LOCKTON INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/144133) | 2021-04-07 | 2021-12-17 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2010-11-30 | 2012-02-10 | — |
| [NRP ADVISORS, INC.](https://search.stillhousedata.com/firm/141430) | 2010-08-27 | 2010-11-30 | — |
| [ONEDIGITAL INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/106766) | 2010-06-09 | 2021-03-24 | — |
| [ONEDIGITAL INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/106766) | 2010-06-09 | 2014-12-31 | — |
| [MORGAN STANLEY DW INC.](https://search.stillhousedata.com/firm/7556) | 2004-12-13 | 2005-02-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4791494)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4791494.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.