Amelia A. West

TOTAL WEALTH PLANNING

CARMEL, IN 46032

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CRD#: 4858175

Professional summary

Amelia Ann West, CFP®, who also goes by Amelia Ann Hammond, is a registered financial advisor currently at TOTAL WEALTH PLANNING, LLC located in Carmel, Indiana.

Amelia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Amelia has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Comprehensive Financial Planni...

Investment Planning

Long-term Care

Retirement Income Management

Retirement Planning

Insurance Planning

Estate Planning

Life Transitions

Do you have an area of expertise or specialization?

Baby Boomers

College/Education Planning

Estate & Generational Planning...

Investment Advice with Ongoing...

Retirement Planning & Distribu...

Women's Financial Planning Iss...

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Amelia Ann Hammond

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.

1. Currently serves on the Indiana Education Savings Authority Board as a Board member; investment related; board oversight of Indiana 529 College Savings Plan; start date 07/2013; devotes one hour per month during non trading hours. 2. Co-owner of Saint Adrian Meats & Sausage, LLC; bookkeeping for butcher shop; 110 W. Washington Street, Lebanon, Indiana 46052; start date 8/2014; devotes 10-15 hours per month during non trading hours; not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amelia Ann West'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

Start date: 2012

Experience

Current

January 21, 2022 - Present

TOTAL WEALTH PLANNING, LLC

Office #1: 11495 North Pennsylvania Street Suite 235, Carmel, IN 46032

RIA

CRD#: 174434

CARMEL, IN

Past

June 22, 2017 - January 6, 2023

HOWELL FINANCIAL ADVISORS, INC.

RIA

CRD#: 132935

NOBLESVILLE, IN

Past

December 20, 2010 - March 27, 2017

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

INDIANAPOLIS, IN

Past

December 20, 2010 - March 27, 2017

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

INDIANAPOLIS, IN

Past

April 26, 2010 - December 20, 2010

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

RIA

CRD#: 8478

INDIANAPOLIS, IN

Past

April 26, 2010 - December 20, 2010

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

CRD#: 8478

INDIANAPOLIS, IN

Past

December 9, 2004 - April 29, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

INDIANAPOLIS, IN

Past

November 23, 2004 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

November 23, 2004 - April 29, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

INDIANAPOLIS, IN

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".

TOTAL WEALTH PLANNING, LLC

DRR PARTNERS LLC | TOTAL WEALTH PLANNING, LLC | TOTAL WEALTH PLANNING | FINANCIAL MANAGEMENT GROUP

CRD#: 174434 / SEC#: 801-80853

RIA

Registered Investment Advisory firm - (1/27/2015 Approved)

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

Indiana
(1/21/2022)

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: 12/8/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 3/27/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/22/2004

General Securities Representative Examination

Current Firm

TOTAL WEALTH PLANNING, LLC

DRR PARTNERS LLC | TOTAL WEALTH PLANNING, LLC | TOTAL WEALTH PLANNING | FINANCIAL MANAGEMENT GROUP

CRD#: 174434 / SEC#: 801-80853

RIA

Registered Investment Advisory firm - (1/27/2015 Approved)

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Contact information

Main Address

4665 Cornell Rd. Ste. 160, Cincinnati, OH 45241

Mailing Address

Phone number

(513) 984-6696

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A2B - DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2/28/2025)

Regulatory assets under management

Total Number of Accounts	2,989
AUM (Assets Under Management)	$ 1,178,146,730

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/27/2024	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Amelia A. West

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amelia Ann West's CRS (Customer Relationship Summary).

Certified licenses

Experience

HOWELL FINANCIAL ADVISORS, INC.

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

TOTAL WEALTH PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/8/2004

SIE

Date: 3/27/2017

Series 7

Date: 11/22/2004

Current Firm

TOTAL WEALTH PLANNING, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TOTAL WEALTH PLANNING, LLC

TRUST BUT VERIFY

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