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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-08-05 |
| OH | RA | APPROVED | 2015-10-09 |
Branch Locations
6650 Pearl Rd, Parma Heights, OH 44130 • United States
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hamel & Associates, Inc. | Medina | OH | 12/1994 | Present |
| Hamel Advisory Services, Llc | Medina | OH | 05/2007 | Present |
| Portfolio Medics, Llc | Bonita Springs | FL | 10/2015 | Present |
Hamel & Associates, Inc. - Insurance Agency Affiliations Mr. Hamel is a licensed insurance professional through the ownership of Hamel & Associates, Inc., in the state of Ohio. Implementations of insurance recommendations are done separate and apart from his role with Portfolio Medics. As an insurance professional, Mr. Hamel may receive customary commissions and other related revenues from the various insurance companies whose products are sold. Commissions generated by insurance sales do not offset regular advisory fees. This may cause a conflict of interest in recommending certain products of the insurance companies. Clients are under no obligation to implement any recommendations made by Mr. Hamel or the Advisor. This activity will take up about 50% of Mr. Hamel's time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-23 |
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