Brian Hamm
Brian Hamm is a registered investment advisor at J. W. Cole Advisors, INC., based in Slinger, WI, with 16 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 31,247 clients with $8.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 3.00% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiated or charged at a flat rate. Program fees and transaction costs may apply separately depending on the selected account type.
Fee Estimator
Location
331 East Washington Street, Slinger, WI, 53086
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2025Other Business ActivitiesSells Insurance
Brian is a partner at Luebeck Geisler Hamm Wealth Management, Inc., focusing on financial planning and sales of insurance and fixed annuities since 2020. He dedicates nearly full-time hours to this role, with about 10-20% of his time spent on insurance sales.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
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.
Exams
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