Kade Joseph Hammes

Current Employers

Storybook Financial

Coralville, IA • United States

Current Registrations

Authority	Category	Status	Date
IA	RA	APPROVED	2019-09-10

IA RA
APPROVED

Since 2019-09-10

Branch Locations

Coralville, IA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Storybook Financial Llc	Coraville	IA	07/2019	Present
Cliftonlarsonallen Wealth Advisors, Llc	West Des Moines	IA	08/2015	08/2019
Blend Financial, Inc. Dba Origin Financial	Boston	MA	08/2022	Present

07/2019 → Present

Storybook Financial Llc

Coraville, IA
08/2015 → 08/2019

Cliftonlarsonallen Wealth Advisors, Llc

West Des Moines, IA
08/2022 → Present

Blend Financial, Inc. Dba Origin Financial

Boston, MA

Previous Registrations

2022-08-31 → 2023-04-18

Origin Investment Advisory Llc

Sarasota, FL

Coralville, IA
2016-11-14 → 2019-09-03

Cliftonlarsonallen Wealth Advisors, Llc

Minneapolis, MN

Cedar Rapids, IA

Other Businesses

STORYBROOK FINANCIAL LLC / INVESTMENT RELATED / CORALVILLE, IA / REGISTERED INVESTMENT ADVISOR / OWNER / SEP 2019 / 150 HOURS PER MONTH / 100% DURING TRADING HOURS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-11-14

S65 Uniform Investment Adviser Law Examination

2016-11-14

Designations

View on SEC IAPD