John Hamel, financial advisor Highlands Ranch CO
100 score

John Hamel

CRD Number: 4124627
Current Firm: Austec Wealth Management, LLC
Compensation Model: Fee Only

John Hamel (CRD# 4124627) is an Investment Advisor Representative working at Austec Wealth Management, LLC in Highlands Ranch, CO and has over 17 years of experience in the finance industry.

 

Austec Wealth Management is a Registered Investment Adviser that was founded to provide financial planning services and portfolio management to individuals (business owners, retiree’s) and business entities.  

 

We've observed that business owners and retiree’s generally have more income needs during economic recessions and traditional investment strategies tend to not address this issue.  This may mean that withdrawals from traditional investment strategies during market corrections may take more time to recover from portfolio losses and decrease returns.  

 

The primary investment strategy recommended is a diversified asset allocation emphasizing mutual funds and ETFs that are broadly diversified. The goal is to become more defensive prior to the entry of a economic recession and more opportunistic during economic recessions.  This method's objective is to decrease the time it takes to recover from market losses and increase returns.

 

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Company Name Location Dates Years
Austec Wealth Management Highlands Ranch, CO Oct 2014 - Current 4
CPFA LLC Greenwood Village, CO Apr 2007 - Dec 2014 7
Genworth Financial Advisors Schaumburg, IL Jan 2000 - Apr 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2003
Contact Info for John E. Hamel
Phone Number: 720-519-6073
Advisor Website: http://www.austecwm.com/
Firm Website: http://www.austecwm.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $161,527
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO

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BADGES
100
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Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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