Joel T. Hamilton

GLASS LAKES CAPITAL MANAGEMENT LLC

Overland Park, KS 66212

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CRD#: 6017647

Professional summary

Joel Thomas Hamilton, CFP® is a registered financial advisor currently at GLASS LAKES CAPITAL MANAGEMENT LLC located in Overland Park, Kansas.

Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Joel has worked at 2 firms .

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Thomas Hamilton'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

November 1, 2017 - Present

GLASS LAKES CAPITAL MANAGEMENT LLC

Office #1: 6580 W. 95th St Suite 100, Overland Park, KS 66212

RIA

CRD#: 290064

Overland Park, KS

Past

May 3, 2017 - August 18, 2017

KEEN WEALTH ADVISORS

RIA

CRD#: 170293

OVERLAND PARK, 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
(11/1/2017)

IAR

Missouri
(1/28/2020)

IAR

Texas
(1/13/2022)

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

Current Firm

GLASS LAKES CAPITAL MANAGEMENT LLC

GLASS LAKES CAPITAL MANAGEMENT | GLASS LAKES CAPITAL MANAGEMENT LLC

CRD#: 290064 / SEC#:

Kansas

Registered Investment Advisory firm - (11/1/2017 Approved)

Missouri

Registered Investment Advisory firm - (1/28/2020 Approved)

Texas

Registered Investment Advisory firm - (1/5/2022 Conditional Restricted)

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Contact information

Main Address

6580 W. 95th St Suite 100, Overland Park, KS 66212

Mailing Address

Phone number

(913) 647-9555

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	206
AUM (Assets Under Management)	$ 79,796,104

Red Flags

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

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Joel T. Hamilton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Thomas Hamilton's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLASS LAKES CAPITAL MANAGEMENT LLC

KEEN WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

GLASS LAKES CAPITAL MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GLASS LAKES CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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