Gene HamstraCRD Number: 6288083
Current Firm: Compass Financial Advisors LLC
Gene Hamstra (CRD# 6288083) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Fort Wayne, IN and has over 4 years of experience in the finance industry.
Ami Investment Management Inc.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
|Hamstra Mortgage Professionals||Valparaiso, IN||Sep 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
Total Assets Under Management195MILLIONS
Total Number of Accounts1,200ACCOUNTS
Average Account Value$162,500
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, IA, IL, IN, KY, MI, MN, NC, NH, OH, TX