William Hammer (CRD# 4351231) is an Investment Advisor Representative working at Modern Financial in Colorado Springs, CO and has over 23 years of experience in the finance industry. William Hammer 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# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Modern Financial Asset Management, LLC | Colorado Springs, CO | Dec 2023 - Current | < 1 |
| Hammer Consulting | Colorado Spring, CO | Oct 2000 - Current | 23 |
| Cambridge Investment Research, Inc. | Fairfield, IA | May 2017 - Nov 2023 | 6 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | May 2017 - Nov 2023 | 6 |
| Cetera Advisors LLC | Denver, CO | Jan 2013 - Apr 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2001 |
- CO
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts271ACCOUNTS
-
Average Account Value$72,667
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, NM, TX, VA
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