Brian J Hamm

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 02/2010 → 01/2019
  Mutual Of Omaha
  Milwaukee, WI
• 01/2019 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 01/2019 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2016-03-05 → 2019-01-31
  Mutual Of Omaha Investor Services, Inc.
  La Crosse, WI
  Waukesha, WI

Other Businesses

(1) DBA Name: Luebeck Geisler Hamm Wealth Management, Inc.; Start Date: 07/2020; Investment related; 331 East Washington Street, Slinger, WI 53086; Financial Planning and Agent/sales of insurance and fixed annuity; Partner, 140 hours per month devoted , 140 hours per month devoted during trading hours (20 hrs./mo. spent on insurance sales)

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-05
• S63 Uniform Securities Agent State Law Examination
  2011-01-20