DH
CFP
DH
CFP

Daniel Allen Hamm

8 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
6,093 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$7.4B

Fee Structure

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Location

100 North Broadway, Albert Lea, MN, 56007

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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

Daniel works as a financial consultant for Intellicents Investment Solutions, Inc., dedicating full-time hours to providing investment and financial planning guidance. He is also a licensed insurance agent, spending minimal time selling life, health, and disability insurance to clients when needed.

Employment History
Current Registrations
Mutual Securities, INC.
May 2022 - Present · 3 yrs 9 mos
Mutual Securities, INC.Broker
May 2022 - Present · 3 yrs 9 mos
Intellicents Investment Solutions INC
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Frontier Wealth Management, LLC
July 2021 - April 2022 · 9 mos
American Century Investment Services INC.Broker
August 2018 - July 2021 · 2 yrs 11 mos
Creative Planning
October 2017 - July 2018 · 9 mos
State Registrations2 states
KSMO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Daniel Allen Hamm - Financial Advisor | TrueAdvisor