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MH

Michael R. Hammersmith

HEARTLAND WEALTH STRATEGIES LLC
Manhattan, KS 66502
Some features on this profile are disabled
CRD#: 5278164
MH

Professional summary

Michael Remer Hammersmith is a registered financial advisor currently at HEARTLAND WEALTH STRATEGIES LLC located in Manhattan, Kansas.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Michael has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

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.
Rental Properties; 204 W 7th, Maple Hill KS 66507 and 2707 SW 15th St, Topeka KS 66604; non-inv rel; I own 2 rental properties with my wife that we rent to friends of ours; Owner/Landlord; start date= 04/2015; hrs/mo=1; trading hrs/mo=0; manage the 2 properties, gather rent to pay mortgages/insurance and taxes * MFH At Home Liquor- non-investment related, 205 Main St. Maple Hill, KS 66507, Retail Liquor Store, Partner 6/1/21, 1 hour monthly on weekends, no time devotion during trading hours. Maple Hill Fitness- non investment related, 205 Main St., Maple Hill KS 66507, Partner, 6/1/21, 1 hour monthly on weekends, no time devotion during trading hours. Michael Remer Hammersmith, Insurance Agent, 3515 Hofman Ln, Suite B, Manhattan, KS 66502, investment related, sell insurance products/services, Start date 7/2006, Insurance sales and considerations are part of the services I provide as a financial advisor and therefore I estimate I spend about 20% of my time during trading hours discussing insurance products and services with clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Remer Hammersmith's 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®
None

Experience

Current

January 10, 2019 - Present

HEARTLAND WEALTH STRATEGIES LLC

Office #1: 3515 Hofman Ln. Ste. B, Manhattan, KS 66502
RIA
CRD#: 299051
Manhattan, KS
Past

October 2, 2015 - January 30, 2019

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
ANDOVER, KS
Past

October 2, 2015 - January 30, 2019

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
ANDOVER, KS
Past

January 27, 2015 - September 11, 2015

FINTEGRA, LLC

RIA
CRD#: 16741
TOPEKA, KS
Past

December 10, 2013 - September 11, 2015

FINTEGRA, LLC

BD
CRD#: 16741
TOPEKA, KS
Past

February 18, 2011 - December 3, 2013

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
TOPEKA, KS
Past

June 24, 2008 - December 8, 2010

FBL MARKETING SERVICES, LLC

BD
CRD#: 5309
TOPEKA, KS
Past

January 15, 2008 - May 15, 2008

NYLIFE SECURITIES LLC

BD
CRD#: 5167
TOPEKA, KS
Past

June 20, 2007 - August 17, 2007

WADDELL & REED

BD
CRD#: 866
TOPEKA, KS

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
Kansas
(1/10/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/26/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/27/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/16/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/19/2007
Investment Company Products/Variable Contracts Representative Examination

Current Firm

HW
HEARTLAND WEALTH STRATEGIES LLC
HEARTLAND WEALTH STRATEGIES LLC

CRD#: 299051 / SEC#:

Kansas
Registered Investment Advisory firm - (1/8/2019 Approved)
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Contact information

Main Address
3515 Hofman Ln. Ste. B, Manhattan, KS 66502
Mailing Address
Po Box 106, Wamego, KS 66547
Phone number
(785) 775-1115
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts187
AUM (Assets Under Management)$ 49,020,000

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.

Company Information

HEARTLAND WEALTH STRATEGIES LLC

CRD#: 299051Manhattan, KS 66502

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