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Cade Robert Hammarquist

3 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
82 advisors
Number of Clients
2,569 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$4.1B

Fee Structure

Financial Planning:Included in AUM fee
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Location

1155 Kelly Johnson Blvd., Suite 111, Colorado Springs, CO, 80920

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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

Cade works full-time as a financial advisor at Ashton Thomas Private Wealth. He also works as an insurance agent and owns rental property, dedicating minimal time to each.

Employment History
Current Registrations
M. S. Howells & CO.Broker
February 2023 - Present · 3 yrs
Ashton Thomas Private Wealth
February 2023 - Present · 3 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2022 - February 2023 · 4 mos
Wells Fargo Clearing Services, LLCBroker
September 2022 - February 2023 · 5 mos
State Registrations4 states
AZCOFLTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.