MH
MH

Michael Hammersmith

17 Years of Experience
Sells Insurance

Michael Hammersmith is a registered investment advisor at Heartland Wealth Strategies LLC, based in Manhattan, KS, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 187 clients with $49M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
187 clients
Average Client Portfolio
$262K average
Assets Under Management
$49.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1M+0.80%

Minimum quarterly fee of $250. Fee may be reduced if it exceeds 3% of the account size. Fees are negotiable based on the size and complexity of the account.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3515 Hofman Ln., Ste. B, Manhattan, KS, 66502

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael owns two rental properties with his wife and is a partner in both a retail liquor store and a fitness business. He is also an insurance agent since 2006, dedicating about 20% of his time to discussing insurance products and services with clients.

Employment History
Current Registrations
Heartland Wealth Strategies LLC
January 2019 - Present · 7 yrs 3 mos
Previous Registrations
Ameritas Investment CORP
October 2015 - January 2019 · 3 yrs 3 mos
Ameritas Investment CORP.Broker
October 2015 - January 2019 · 3 yrs 3 mos
Fintegra, LLC
January 2015 - September 2015 · 8 mos
Fintegra, LLCBroker
December 2013 - September 2015 · 1 yr 9 mos
Raymond James Financial Services, INC.Broker
February 2011 - December 2013 · 2 yrs 10 mos
Equitrust Marketing Services, LLCBroker
June 2008 - December 2010 · 2 yrs 6 mos
Nylife Securities LLCBroker
January 2008 - May 2008 · 4 mos
Waddell & Reed, INC.Broker
June 2007 - August 2007 · 2 mos
State Registrations1 state
KS
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Hammersmith - Financial Advisor | TrueAdvisor