Donald Hammond
Donald Hammond is a registered investment advisor at Merit Financial Advisors, based in Sheboygan Falls, WI, with 29 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 14,417 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Merit Financial Group charges an annual investment advisory fee of up to 2.50% of the assets in your account. This fee is negotiable and can depend on the investment advisor representative, the value of your account, the types of assets, the complexity of your portfolio, your financial situation, how actively your portfolio is traded, anticipated future assets, your relationship with the advisor, and any additional services you request. Clients of independent contractor advisors pay an additional platform fee of 0.25% or 0.35% depending on who manages the account.
Location
517 Monroe Street, Sheboygan Falls, WI, 53085
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donald operates under several DBAs for his LPL business and Merit Financial Advisors, spending nearly full-time providing investment advisory services. He also works as an agent selling LTC, term life, and fixed annuities, dedicating full-time hours to this activity, and works as a notary, dedicating minimal time.
Employment History
Current Registrations
Merit Financial Advisors
Previous Registrations
LPL Financial LLCBroker
Mersberger Advisory Group, LLC
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Financial Telesis, INC.
Financial Telesis INCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
LPL Financial CorporationBroker
LPL Financial Corporation
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations2 states
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.