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Todd Hamerlinck

38 Years of Experience
Springfield, IL
1 DisclosureBroker

Todd Hamerlinck is a registered investment advisor at Kestra Advisory Services, LLC, based in Springfield, IL, with 38 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1421 advisors
Number of Clients
97,702 clients
Average Client Portfolio
$616K average
Assets Under Management
$60.2B

Fee Structure

Minimum Investment:$5K

Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.

Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.

There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.

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Location

2609 Montega Dr, Springfield, IL, 62704

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History

Regulatory History (1)
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Judgment / Lien
February 2018
Other Business Activities

Todd is an Investment Advisor Representative with Kestra Advisory Services, LLC since 2016, dedicating up to full-time hours. He is also a partner/owner of National Investment Advisors, Inc since 2003, spending more than full-time hours on this.

Employment History
Current Registrations
Kestra Advisory Services, LLC
April 2016 - Present · 10 yrs 1 mo
Kestra Investment Services, LLCBroker
August 2003 - Present · 22 yrs 9 mos
Previous Registrations
NFP Advisor Services, LLC
August 2003 - September 2016 · 13 yrs 1 mo
Raymond James Financial Services
March 2003 - August 2003 · 5 mos
Raymond James Financial Services, INC.Broker
May 1995 - August 2003 · 8 yrs 3 mos
Edward D. Jones & CO., L.P.Broker
September 1992 - May 1995 · 2 yrs 8 mos
Franklin Financial Services CorporationBroker
February 1992 - September 1992 · 7 mos
First of America Brokerage Service, INC.Broker
February 1991 - November 1991 · 9 mos
Berthel, Fisher & Fleischman Financial Services, INC.Broker
November 1989 - December 1990 · 1 yr 1 mo
Marketing One Securities, INC.Broker
October 1987 - November 1989 · 2 yrs 1 mo
State Registrations12 states
CACODCFLGAILMONCNJTXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.