Kade Hammes (CRD# 6500353) is an Investment Advisor Representative working at Storybook Financial in Coralville, IA and has over 7 years of experience in the finance industry. Kade Hammes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blend Financial, Inc. Dba Origin Financial | Boston, MA | Aug 2022 - Current | 1 |
| Storybook Financial LLC | Coraville, IA | Jul 2019 - Current | 4 |
| Cliftonlarsonallen Wealth Advisors, LLC | West Des Moines, IA | Aug 2015 - Aug 2019 | 4 |
| Cliftonlarsonallen LLP | West Des Moines, IA | Nov 2014 - Aug 2015 | < 1 |
| West Bank | West Des Moines, IA | Jan 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
- IA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts20ACCOUNTS
-
Average Account Value$22,194
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IA
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