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Daniel Allen Hamm

Intellicents Investment Solutions Inc.

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About Daniel Allen Hamm

Daniel Hamm is a financial professional with over 9 years of experience in the financial services industry. Daniel is currently registered as a Registered Representative with Intellicents Investment Solutions Inc. and is also a Certified Financial Planner. Daniel has previously worked with American Century Investment Services Inc. Daniel Hamm holds the Series 63, Series 7 and SIE exams. Daniel focuses on providing financial planning, pension consulting, educational seminars and portfolio management for businesses and individuals.

Firm Information

Daniel Hamm is currently registered with Intellicents Investment Solutions Inc.. Intellicents Investment Solutions Inc. is an investment advisor headquartered in Albert Lea, MN. They provide financial planning, pension consulting, and portfolio management for individuals, businesses, and pension plans. The firm manages over $6 billion in assets, serving a diverse client base of high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
Intellicents Investment Solutions Inc.

100 NORTH BROADWAY

ALBERT LEA, MN 56007

$6.01B

Assets Under Management

368

Total Clients

49

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Hamm’s Registration & Firm History

MN

05/04/2022 - Present

Intellicents Investment Solutions Inc. (ALBERT LEA MN)

MO

08/20/2018 - 07/20/2021

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

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Licenses & Designations

BC

Issued 09/07/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Allen Hamm.
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