Dillan James Hamilton

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → Present
  Hamilton Financial Services
  Walnut, IA
• 05/2016 → 09/2018
  Signator Investors, Inc.
  Walnut, IA
• 09/2018 → 10/2022
  Securities America, Inc.
  Walnut, IA
• 09/2018 → 10/2022
  Securities America Advisors
  Walnut, IA
• 10/2022 → Present
  Ameriprise Financial Services, Llc
  Walnut, IA

Previous Registrations

• 2018-09-28 → 2022-10-04
  Securities America Advisors, Inc.
  Walnut, IA
• 2016-05-13 → 2018-10-01
  Signator Investors, Inc.
  Cedar Rapids, IA
  Walnut, IA
  Rochester, MN
• 2016-02-18 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Cedar Rapids, IA
  Walnut, IA

Other Businesses

Real Estate Ownership; Agriculture; VALLEY TWP 2-76-39 NW NE, , Walnut, IA, 51577; Not Investment-Related; 09/01/2022 / Commercial; 1407 Garfield Ave, , Harlan , IA, 51537; Investment-Related; 07/01/2026. Business Ownership; Delta Juliet, Inc.; Owner; Manage Ameriprise Business; 48117 Rosewood Rd, , Avoca, IA, 51521; Not Investment-Related; 01/01/2024; 60 hours per month; 60 during trading hours / Hamilton Family Farms; Full management of farm operations; Agriculture; 48117 Rosewood Rd., , Avoca, IA, 51521; Not Investment-Related; 01/01/2016; 60 hours per month; 1 to 9 during trading hours. Outside Employment; Delta Juliet, Inc.; Owner; Dillan Hamilton contributes all 1099 income from received from Ron Hamilton (Franchise Advisor) to Delta Juliet, Inc. The capital contributions by Dillan Are used to pay for all operating costs for the Hamilton Financial Services Harlan, IA location including a salary for Dillan Hamilton.; 48117 Rosewood Rd, , Avoca, IA, 51521; Not Investment-Related; 01/01/2024; 60 hours per month; 60 during trading hours / Harlan Community School District; Assistant Football Coach; Assistant Football Coach; 2103 Durant St, , Harlan, IA, 51537; Not Investment-Related; 08/24/2026; 40 to 59 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2016-02-18

Other Names

• Dillan Hamilton
• Dillan James Hamilton