Donald Hammond (CRD# 2670273) is an Investment Advisor Representative working at Merit Financial Advisors in Sheboygan Falls, WI and has over 27 years of experience in the finance industry. Donald Hammond 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# 4497282
Stifel, Nicolaus & Company, Incorporated
CRD# 2240211
Merit Financial Advisors
CRD# 5791309
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Sheboygan Falls, WI | Sep 2022 - Current | 1 |
| Merit Financial Group, LLC | Alpharetta, GA | Aug 2022 - Current | 1 |
| M Squared Advisory Group, LLC | Sheboygan, WI | Dec 2019 - Current | 4 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Aug 2014 - Aug 2022 | 8 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2014 - Dec 2019 | 5 |
| Maritime Insurance Group | Sheboygon, WI | Oct 2002 - Dec 2019 | 17 |
| Financial Telesis Inc. | San Rafael, CA | Jan 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1996 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- TX
- WI
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Total Assets Under Management7,252MILLIONS
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Total Number of Accounts25,088ACCOUNTS
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Average Account Value$289,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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