Mark William Hamelmann

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2016 → 06/2018
  Circle City Wealth Advisors Llc
  Indianapolis, IN
• 07/2016 → 06/2018
  Circle City Wealth Advisors Llc
  Indianapolis, IN
• 06/1999 → 01/2024
  Woodbury Financial Services, Inc.
  St. Paul, MN
• 01/2024 → 10/2024
  Osaic Wealth, Inc.
  Fishers, IN
• 10/2024 → Present
  Kestra Investment Services, Llc
  Indianapolis, IN
• 10/2024 → Present
  Kestra Advisory Services, Llc
  Indianapolis, IN

Previous Registrations

• 2024-01-19 → 2024-10-23
  Osaic Wealth, Inc.
  Fishers, IN
• 2002-11-26 → 2024-01-19
  Woodbury Financial Services, Inc.
  Carmel, IN
  Carmel, IN
  Indianapolis, IN
  Fishers, IN
• 2016-07-11 → 2018-11-30
  Circle City Wealth Advisors Llc
  Indianapolis, IN

Other Businesses

Business Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/16/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Business Name: CIRCLE CITY WEALTH ADVISORS POSITION: Officer/ Director NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/16/2024 ADDRESS: 9800 Crosspoint Blvd, Suite 2017, Indianapolis IN 46256, United States DESCRIPTION: I own and operate Circle City Wealth Advisors.

Exams

• S66 Uniform Combined State Law Examination
  2001-02-23
• S63 Uniform Securities Agent State Law Examination
  1999-07-07

Other Names

• Mark Hamelmann