Brian J. Hamel

RETIREMITTEN FINANCIAL LLC

CARMEL, IN

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CRD#: 1433084

Professional summary

Brian Jeffrey Hamel, CFP® is a registered financial advisor currently at RETIREMITTEN FINANCIAL LLC located in Carmel, Indiana.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Brian has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BLUEFORCE INVESTORS, LLC, START DATE 01/01/2007. ATLANTA, GA. PRINCIPAL. INCOME PRODUCING REAL ESTATE INVESMENTS. BLUEFORCE INVESTORS BEGAN 01/01/07 AND WAS ULTIMATELY INCORPORATED IN 11/09. HOURS PER MONTH LESS THAN 20.NATURE OF THE BUSINESS REAL ESTATE/PROPERTY MANAGEMENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Jeffrey Hamel's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

October 1, 2025 - Present

RETIREMITTEN FINANCIAL LLC

RIA

CRD#: 300779

CARMEL, IN

Past

April 11, 2013 - August 31, 2025

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Indianapolis, IN

Past

April 1, 2013 - August 31, 2025

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

INDIANAPOLIS, IN

Past

June 26, 2007 - March 2, 2012

SOUTHEASTERN ADVISORY GROUP, INC.

CRD#: 17041

ATLANTA, GA

Past

March 29, 2005 - June 29, 2005

CONSECO EQUITY SALES, INC.

CRD#: 4125

CARMEL, IN

Past

November 1, 2002 - January 31, 2005

SYNOVUS SECURITIES, INC.

CRD#: 14023

COLUMBUS, GA

Past

January 20, 1996 - April 11, 2001

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

January 20, 1996 - April 11, 2001

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

December 8, 1988 - March 20, 1995

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

December 8, 1988 - March 20, 1995

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

February 27, 1986 - November 30, 1988

TOWER SQUARE SECURITIES, INC.

CRD#: 833

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RETIREMITTEN FINANCIAL LLC

NORTH50 FINANCIAL | RETIREMITTEN FINANCIAL LLC | NORTH50 FINANCIAL LLC

CRD#: 300779 / SEC#: 801-131308

RIA

Registered Investment Advisory firm - (10/22/2024 Approved)

California

Registered Investment Advisory firm - (11/30/2024 Terminated)

Colorado

Registered Investment Advisory firm - (10/31/2024 Terminated)

Florida

Registered Investment Advisory firm - (10/31/2024 Terminated)

Illinois

Registered Investment Advisory firm - (10/31/2024 Terminated)

Michigan

Registered Investment Advisory firm - (10/3/2025 Terminated)

North Carolina

Registered Investment Advisory firm - (11/1/2024 Terminated)

Texas

Registered Investment Advisory firm - (1/15/2021 Approved)

Washington

Registered Investment Advisory firm - (12/2/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(10/1/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/17/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/11/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/31/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/26/1986

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 8/28/2000

Investment Company Products/Variable Contracts Principal Examination

Current Firm

RETIREMITTEN FINANCIAL LLC

NORTH50 FINANCIAL | RETIREMITTEN FINANCIAL LLC | NORTH50 FINANCIAL LLC

CRD#: 300779 / SEC#: 801-131308

RIA

Registered Investment Advisory firm - (10/22/2024 Approved)

California

Registered Investment Advisory firm - (11/30/2024 Terminated)

Colorado

Registered Investment Advisory firm - (10/31/2024 Terminated)

Florida

Registered Investment Advisory firm - (10/31/2024 Terminated)

Illinois

Registered Investment Advisory firm - (10/31/2024 Terminated)

Michigan

Registered Investment Advisory firm - (10/3/2025 Terminated)

North Carolina

Registered Investment Advisory firm - (11/1/2024 Terminated)

Texas

Registered Investment Advisory firm - (1/15/2021 Approved)

Washington

Registered Investment Advisory firm - (12/2/2024 Terminated)

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Contact information

Main Address

522 N Main St Ste 200, Milford, MI 48381

Mailing Address

Phone number

(248) 935-0470

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A/2B BROCHURE (11/11/2025)

Regulatory assets under management

Total Number of Accounts	469
AUM (Assets Under Management)	$ 130,912,185

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Brian J. Hamel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Jeffrey Hamel's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

SCHWAB WEALTH ADVISORY, INC.

SOUTHEASTERN ADVISORY GROUP, INC.

CONSECO EQUITY SALES, INC.

SYNOVUS SECURITIES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

TOWER SQUARE SECURITIES, INC.

Primary Firm SEC Registration

RETIREMITTEN FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/17/2011

Series 63

Date: 8/11/1987

SIE

Date: 10/1/2018

Series 7

Date: 3/31/2008

Series 6

Date: 2/26/1986

Series 26

Date: 8/28/2000

Current Firm

RETIREMITTEN FINANCIAL LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RETIREMITTEN FINANCIAL LLC

TRUST BUT VERIFY

Contact information

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