Robert Warren Hamm

Current Employers

Employment History

• 02/2016 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 02/2016 → 08/2024
  Triad Hybrid Solutions
  Norcross, GA
• 02/2016 → Present
  Clarity Financial Advisors
  Mill Creek, WA
• 06/2015 → Present
  Retirement Planning Group
  Mill Creek, WA
• 08/2024 → 10/2024
  Osaic Wealth, Inc.
  Spanish Fork, UT
• 10/2024 → Present
  The Strategic Financial Alliance,Inc.
  Atlanta, GA
• 10/2024 → Present
  Strategic Blueprint, Llc
  Atlanta, GA

Previous Registrations

• 2016-02-19 → 2024-10-05
  Osaic Advisory Services, Llc
  Mill Creek, WA
  Atlanta, GA
  Bothell, WA
• 2015-11-19 → 2016-03-15
  Transamerica Financial Advisors, Llc
  Mill Creek, WA
  American Fork, UT
  St. Petersburg, FL

Other Businesses

1) Retirement Planning Partners Inc;Investment related:yes;818 North 2100 East, Spanish Fork, UT 84660;Nature or Structure of Business: Retirement Planning Group Inc is an S-corp which we do our business under for tax and financials.;Position: Financial Advisor; Start date:011/2023; hours per month:5; securities trading hours 5; Retirement Planning Partners Inc how we operate our business for tax, payroll, and financial operations of the business. Any activities we do are for the purposes listed in the previous sentance. We meet to discuss those matters outside of client care. 2) NEA Retirement Representative;Investment related:yes;818 North 2100 East, Spanish Fork, UT 8466;Nature or Structure of Business: Being an NEA Retirement Representative is part of our Clarity Financial Advisors umbrella services.;Position: Financial Advisor; Start date:03/2018; hours per month:45; securities trading hours 45; I meet with NEA members in 5 school districts to provide education on their retirement program offered through the state of Washington. If they have additional retirement needs we offer them the NEA endorsed 403b as an option through Security Benefit. They are not required to work with us in any way after the meeting. 3)Clarity Financial Advisors;Investment related:yes;818 North 2100 East, Spanish Fork, UT 8466;Nature or Structure of Business: Clarity Financial Advisors is our DBA under Retirement Planning Partners Inc which is an S-corp;Position: Financial Advisor; Start date:03/2018; hours per month:100; securities trading hours 100; All planning and advice related to client care and meetings. This is the name that all business is done under.

Exams

• S66 Uniform Combined State Law Examination
  2015-08-14

Other Names

• Robert W Hamm