Unclaimed
Donald Hammond is a financial advisor with Merit Financial Advisors and is based in Sheboygan Falls, Wisconsin. Donald Hammond has been a registered investment advisor for over 26 years. Donald Hammond's firm has approximately $7 billion in assets under management and serves a variety of clients including high net worth individuals, pension and profit sharing plans, corporations and other businesses, and charitable organizations. Donald Hammond has a focus on providing investment advisory services and financial planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Consulting fees
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WI
08/19/2022 - Present
Merit Financial Advisors (Sheboygan Falls WI)
WI
09/06/2022 - 04/04/2024
LPL FINANCIAL LLC (SHEBOYGAN FALLS WI)
WI
08/13/2014 - 08/23/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Sheboygan Falls WI)
WI
01/25/2013 - 08/14/2014
FINANCIAL TELESIS INC (SHEBOYGAN WI)
WI
10/13/2009 - 02/21/2013
PRINCOR FINANCIAL SERVICES CORPORATION (SHEBOYGAN WI)
WI
10/01/2009 - 10/27/2009
LPL FINANCIAL CORPORATION (SHEBOYGAN WI)
WI
06/17/1996 - 10/02/2009
PRINCOR FINANCIAL SERVICES CORPORATION (SHEBOYGAN WI)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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