MH
MH

Mark Hamelmann

26 Years of Experience
Indianapolis, IN
BrokerSells Insurance

Mark Hamelmann is a registered investment advisor, based in Indianapolis, IN, with 26 years of industry experience.

Location

9800 Crosspoint Blvd, Suite 2017, Indianapolis, IN, 46256

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Mark works as an IAR for Kestra Advisory Services, dedicating full-time hours to investment advisory services. Mark also owns and operates Circle City Wealth Advisors, an insurance business, also dedicating full-time hours.

Employment History
Current Registrations
Kestra Advisory Services, LLC
October 2024 - Present · 1 yr 9 mos
Kestra Investment Services, LLCBroker
October 2024 - Present · 1 yr 9 mos
Kestra Investment Services, LLC
October 2024 - Present · 1 yr 9 mos
Previous Registrations
Osaic Wealth, INC.Broker
January 2024 - October 2024 · 9 mos
Osaic Wealth, INC.
January 2024 - October 2024 · 9 mos
Circle City Wealth Advisors LLC
July 2016 - November 2018 · 2 yrs 4 mos
Woodbury Financial Services, INC.
February 2004 - January 2024 · 19 yrs 11 mos
Woodbury Financial Services, INC.
November 2002 - December 2003 · 1 yr 1 mo
Woodbury Financial Services, INC.Broker
June 1999 - January 2024 · 24 yrs 7 mos
State Registrations21 states
ALCACOCTFLGAILINKYMAMIMNMTNJOHSCTXVAVTWAWI
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.
Mark Hamelmann - Financial Advisor | TrueAdvisor