David Hammer is a Chartered Financial Consultant(ChFC) and has been a Certified Financial Planner(TM) Practitioner since 1999, with experience in investment management, financial planning, and insurance:
1995-2000: Insurance agent and District Life Insurance Specialist for Farmers Insurance Group
2001-2002: Investment Manager with Two Rivers Capital Management
2002-2007: Financial Advisor with UBS/Paine Webber
2007-2010: Financial Advisor with H & R Block Financial Advisors/Ameriprise
2010-Present: Owner of Hammer Advisory Services, Inc.
Experience:
David Hammer, CFP(R), ChFC
Custody of Client Assets
Hammer Advisory Services, Inc. is a Minnesota Registered Investment Advisor. Registration does not imply a certain level of skill or training. HAS, Inc. does not provide tax or legal advice. Information on this site is general in nature, and is not intended as specific advice. Past investment performance is not indicative of future results. Fee-Only Financial Planners in Woodbury
Client assets are currently custodied with Shareholders Service Group, member FINRA, SIPC, and trades are cleared through Pershing, LLC. Under Minnesota law, HAS, Inc. is considered to have custody of client assets only to the extent that clients may agree to have its investment management fees debited from their accounts held at Shareholders Service Group.
For further information regarding SIPC insurance and Shareholders Service Group, please click here: