RH
Robert W. Hamm
STRATEGIC BLUEPRINT
Bothell, WA 98021
Some features on this profile are disabled
CRD#: 6518283
RH
Professional summary
Robert Warren Hamm, who also goes by Robert W Hamm, is a registered financial advisor currently at STRATEGIC BLUEPRINT, LLC located in Bothell, Washington and THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Bothell, Washington.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Robert has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert W Hamm
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) Retirement Planning Partners Inc;Investment related:yes;818 North 2100 East, Spanish Fork, UT 84660;Nature or Structure of Business: Retirement Planning Group Inc is an S-corp which we do our business under for tax and financials.;Position: Financial Advisor; Start date:011/2023; hours per month:5; securities trading hours 5; Retirement Planning Partners Inc how we operate our business for tax, payroll, and financial operations of the business. Any activities we do are for the purposes listed in the previous sentance. We meet to discuss those matters outside of client care. 2) NEA Retirement Representative;Investment related:yes;818 North 2100 East, Spanish Fork, UT 8466;Nature or Structure of Business: Being an NEA Retirement Representative is part of our Clarity Financial Advisors umbrella services.;Position: Financial Advisor; Start date:03/2018; hours per month:45; securities trading hours 45; I meet with NEA members in 5 school districts to provide education on their retirement program offered through the state of Washington. If they have additional retirement needs we offer them the NEA endorsed 403b as an option through Security Benefit. They are not required to work with us in any way after the meeting. 3)Clarity Financial Advisors;Investment related:yes;818 North 2100 East, Spanish Fork, UT 8466;Nature or Structure of Business: Clarity Financial Advisors is our DBA under Retirement Planning Partners Inc which is an S-corp;Position: Financial Advisor; Start date:03/2018; hours per month:100; securities trading hours 100; All planning and advice related to client care and meetings. This is the name that all business is done under.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Warren Hamm'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®
NoneExperience
Current
October 1, 2024 - Present
STRATEGIC BLUEPRINT, LLC
Office #1: 22722 29th Drive Se, Suite 100, Bothell, WA 98021RIA
CRD#: 284840
Bothell, WA
Current
October 1, 2024 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 22722 29th Drive Se, Suite 100, Bothell, WA 98021RIA
BD
CRD#: 126514
Bothell, WA
Past
August 23, 2024 - October 5, 2024
OSAIC WEALTH, INC.
BD
CRD#: 23131
Spanish Fork, UT
Past
February 19, 2016 - October 5, 2024
OSAIC ADVISORY SERVICES, LLC
RIA
CRD#: 171070
Bothell, WA
Past
February 19, 2016 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Bothell, WA
Past
November 19, 2015 - March 15, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
MILL CREEK, WA
Past
November 19, 2015 - March 15, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
MILL CREEK, WA
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".
SB
STRATEGIC BLUEPRINT, LLC
BEE STREET ADVISORY GROUP | THE RETIREMENT COACH | THE BAKER FINANCIAL GROUP | STRATEGIC BLUEPRINT, LLC | SHERPA FINANCIAL ADVISORS | PREHMUS FINANCIAL PARTNERS | OAKPOINT INVESTMENT PARTNERS | MIDWEST WEALTH MANAGEMENT | METAPARADIGM WEALTH MANAGEMENT | LIFE INCOME | LFA PRIVATE WEALTH MANAGEMENT | LEHNER SHOPE WEALTH GROUP | KEEN & POCOCK FINANCIAL PARTNERS | GOODWIN WEALTH | GENCREST CAPITAL PARTNERS | FAMILY WEALTHCARE | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES
CRD#: 284840 / SEC#: 801-108531
RIA
Registered Investment Advisory firm - (10/28/2016 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(10/1/2024)
RR
California(10/1/2024)
RR
Idaho(10/1/2024)
RR
Minnesota(10/1/2024)
RR
Ohio(10/1/2024)
RR
Utah(10/1/2024)
IAR
Utah(10/7/2024)
RR
Virginia(10/1/2024)
RR
Washington(10/1/2024)
IAR
Washington(10/1/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SB
STRATEGIC BLUEPRINT, LLC
BEE STREET ADVISORY GROUP | THE RETIREMENT COACH | THE BAKER FINANCIAL GROUP | STRATEGIC BLUEPRINT, LLC | SHERPA FINANCIAL ADVISORS | PREHMUS FINANCIAL PARTNERS | OAKPOINT INVESTMENT PARTNERS | MIDWEST WEALTH MANAGEMENT | METAPARADIGM WEALTH MANAGEMENT | LIFE INCOME | LFA PRIVATE WEALTH MANAGEMENT | LEHNER SHOPE WEALTH GROUP | KEEN & POCOCK FINANCIAL PARTNERS | GOODWIN WEALTH | GENCREST CAPITAL PARTNERS | FAMILY WEALTHCARE | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES
CRD#: 284840 / SEC#: 801-108531
RIA
Registered Investment Advisory firm - (10/28/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2200 Century Parkway Suite 500, Atlanta, GA 30345
Mailing Address
Phone number
(678) 954-4130
Established
Firm type
Fiscal year end
# of Employees
57
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,067 |
| AUM (Assets Under Management) | $ 2,671,662,109 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
