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James P
CFP®, Series 66
Milford, OH
Equitta Advisors LLC
James Pommert is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Equitta Advisors LLC since 2017 and previously held roles at Kansas City Life Insurance Company, Krilogy Financial, and Securian Financial Services. Outside of advisory services, Mr. Pommert holds minority ownership stakes in a pet nutrition company and a healthcare compliance business, and he provides consulting services to independent companies. Equitta Advisors LLC offers discretionary investment management and financial planning to individuals, high-net-worth clients, physicians, and small businesses. The firm implements model portfolios based on Modern Portfolio Theory, primarily using low-cost mutual funds and ETFs, with customization for tax and other considerations.
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