Daniel Allen Hamm

Employer firm

Intellicents Investment Solutions Inc CRD 107498

$9.92B regulatory AUM 92 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 07/2014 → 07/2018
  Creative Planning
  Leawood, KS
• 07/2021 → 04/2022
  Frontier Wealth Management, Llc
  Kansas City, MO
• 07/2018 → 07/2021
  American Century Investments
  Kansas City, MO
• 04/2022 → Present
  Intellicents Investment Solutions
  Lawrence, KS
• 05/2022 → Present
  Mutual Securities, Inc.
  Camarillo, CA

Previous Registrations

• 2021-07-07 → 2022-04-18
  Fwm Legacy, Llc
  Leawood, KS
• 2018-07-25 → 2021-07-20
  American Century Investments Private Client Group, Inc.
  Kansas City, MO
• 2017-10-11 → 2018-07-24
  Creative Planning
  Overland Park, KS

Other Businesses

1. Intellicents Investment Solutions, Inc., Start Date: 04/29/2022, 211 E 8th Street, Ste. E, Lawrence, KS 66044, Corporation, RIA, Financial Consultant, Provide Investment and Financial Planning guidance to individuals and families, Investment Related, 160 Hours per month, 8 Hours per day during trading hours. 2. Insurance, Start Date: 04/13/2023, 211 E 8th St., Ste. E, Lawrence, KS 66044, Licensed Insurance Agent, Independent, Insurance, Licensed Insurance Agent, When Client's needs Life/Health/Disability Insurance I will sell them the necessary Insurance needed, Investment Related, 4 Hours per month, .25 hours per day during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-09-07

Designations

• Certified Financial Planner

Other Names

• Danny Allen Hamm