Robert Samuel Hamilton

Employer firm

Integrity Investment Advisors CRD 154131

$394M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INSURANCE 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

• 08/2018 → 05/2019
  Michael Schlemeyer
  Denver, CO
• 05/2019 → 10/2021
  Michael Schlemeyer
  Denver, CO
• 05/2019 → 10/2021
  Northwestern Mutual Investment Services Llc
  Denver, CO
• 09/2013 → 06/2018
  Student
  Denver, CO
• 01/2017 → 12/2018
  Colorado Rapids
  Commerce City, CO
• 01/2019 → 11/2023
  New Mexico United
  Albuquerque, NM
• 01/2021 → 10/2021
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 11/2021 → Present
  Integrity Investment Advisors, Llc
  Fort Collins, CO
• 11/2023 → Present
  365 Tax Strategy, Llc
  Fort Collins, CO

Other Businesses

Start date: December 2013; lead tax advisor/tax preparer with 365 Tax Strategy, LLC; 4025 Automation Way D3, Fort Collins, CO 80525; approx. 10-20% of his time spent on this activity during securities trading hours; not investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-05-18

Designations

• Certified Financial Planner

Other Names

• Robert Samuel Hamilton
• Robert Hamilton
• Sam Hamilton