Patricia Lorraine Lammli
Investment adviser representative at Commonwealth Financial Network
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$212.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Calmwater Financial GroupJun 2022 to now
- Commonwealth Financial NetworkDec 2018 to now
- James Tyler WaperlhorstJun 2011 to now
- Jesse T HinrichsJun 2011 to now
- Kyle Scott FuchtmanJun 2011 to now
- Boden Daniel BiermanSep 2016 to Dec 2018
- Northwestern Mutual Investment Services, LLCJun 2011 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (NE).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5908606
- Firm CRD
- 8032