Gene Hamstra, financial advisor Fort Wayne IN
89 score

Gene Hamstra

CRD 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 2 years of experience in the finance industry.

Similar Advisors
Thomas Beachy, financial advisor Fort Wayne IN
Thomas E. Beachy
CRD# 5220029
Creative Financial Designs, Inc.
Score
101
Similar Advisors
Dorothea Cole, financial advisor Fort Wayne IN
Dorothea S. Cole
CRD# 3208277
Transamerica Financial Advisors, Inc.
Score
100
Similar Advisors
Noel Knox, financial advisor Fort Wayne IN
Noel H. Knox
CRD# 4714966
Monarch Capital Management Inc.
Score
100
Company Name Location Dates Years
Hamstra Mortgage Professionals Valparaiso, IN Sep 2006 - Current 10
East Porter County Schools Kouts, IN Jan 2006 - Jan 2007 1
Irwin Mortgage Valparaiso, IN Sep 2003 - Sep 2006 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Gene R. Hamstra
Phone Number: 260-490-7878
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    157
    MILLIONS
  • Total Number of Accounts
    1,242
    ACCOUNTS
  • Average Account Value
    $126,784
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

FL, IA, IL, IN, KY, MI, MN, NC, OH

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.