Brenda L. Lammers

ALTUS WEALTH GROUP

COLORADO SPRINGS, CO 80903

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CRD#: 4859683

Professional summary

Brenda Lynn Lammers, who also goes by Brenda Leese, is a registered financial advisor currently at ALTUS WEALTH GROUP, LLC located in Colorado Springs, Colorado.

Brenda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Brenda has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brenda Leese

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) 09/2022: Community Partnership for Childhood Development (non-profit). President elect. Oversees head start, Colorado preschool program and Universal Pre-K. Not investment related. Time spent = 30 hours/ month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brenda Lynn Lammers's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 9, 2022 - Present

ALTUS WEALTH GROUP, LLC

Office #1: 24 S. Weber St. Suite 205, Colorado Springs, CO 80903

RIA

CRD#: 287848

COLORADO SPRINGS, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALTUS WEALTH GROUP, LLC

CRD#: 287848 / SEC#: 801-110511

RIA

Registered Investment Advisory firm - (5/16/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(5/9/2022)

IAR

Texas
(5/9/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/9/2022

Uniform Investment Adviser Law Examination

Current Firm

ALTUS WEALTH GROUP, LLC

CRD#: 287848 / SEC#: 801-110511

RIA

Registered Investment Advisory firm - (5/16/2017 Approved)

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Contact information

Main Address

423 South Cascade Avenue, Colorado Springs, CO 80903

Mailing Address

Phone number

(719) 900-1295

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (2/25/2025)

Regulatory assets under management

Total Number of Accounts	2,323
AUM (Assets Under Management)	$ 572,624,043

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Brenda L. Lammers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brenda Lynn Lammers's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALTUS WEALTH GROUP, LLC

Primary Firm SEC Registration

ALTUS WEALTH GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/9/2022

Current Firm

ALTUS WEALTH GROUP, LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALTUS WEALTH GROUP, LLC

TRUST BUT VERIFY

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