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Robert Warren Hamm

STRATEGIC BLUEPRINT
Bothell, WA
·CRD# 6518283·11 years experience

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.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Robert W Hamm

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

11 years in the financial services industry

Current & Past Employments

STRATEGIC BLUEPRINT, LLC·CRD# 284840
RIA
1. 22722 29th Drive Se, Suite 100, Bothell, WA 980212. Spanish Fork, UT
October 1, 2024 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.·CRD# 126514
RIA
BD
22722 29th Drive Se, Suite 100, Bothell, WA 98021
October 1, 2024 - Present
OSAIC WEALTH, INC.·CRD# 23131
BD
Spanish Fork, UT
August 23, 2024 - October 5, 2024
OSAIC ADVISORY SERVICES, LLC·CRD# 171070
RIA
Bothell, WA
February 19, 2016 - October 5, 2024
TRIAD ADVISORS LLC·CRD# 25803
BD
Bothell, WA
February 19, 2016 - August 23, 2024
TRANSAMERICA FINANCIAL ADVISORS, LLC·CRD# 16164
RIA
Mill Creek, WA
November 19, 2015 - March 15, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC·CRD# 16164
BD
Mill Creek, WA
November 19, 2015 - March 15, 2016

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Current Firm

SB
STRATEGIC BLUEPRINT, LLC

ADVICEPOINT LLC | THE WEALTH PLAN COMPANY | 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 | FRANK REYNOLDS & COMPANY | FAMILY WEALTHCARE | ECHELON WEALTH MANAGEMENT | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BSHAPIRO FINANCIAL | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES | BEE STREET ADVISORY GROUP

CRD#: 284840 / SEC#: 801-108531
RIA
Registered Investment Advisory firm - SEC (10/28/2016 Approved)

Contact Information

Main Address

2200 Century Parkway Suite 500, Atlanta, GA 30345

Phone Number

(678) 954-4130

# of Employees

57

SEC notice filing (39 States and Territories)

Registered to provide investment advisory services in 39 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STATEGIC BLUEPRINT DISCLOSURE BROCHURE (3/20/2026)

Regulatory Assets Under Management

Total Number of Accounts

8,462

AUM (Assets Under Management)

$2,535,734,578

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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.

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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

ADVICEPOINT LLC | THE WEALTH PLAN COMPANY | 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 | FRANK REYNOLDS & COMPANY | FAMILY WEALTHCARE | ECHELON WEALTH MANAGEMENT | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BSHAPIRO FINANCIAL | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES | BEE STREET ADVISORY GROUP

CRD#: 284840 / SEC#: 801-108531
RIA
Registered Investment Advisory firm - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(10/1/2024)
RR
California
(10/1/2024)
RR
Idaho
(10/1/2024)
RR
Minnesota
(10/1/2024)
RR
Montana
(4/13/2026)
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)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2015About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2015About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Robert Warren Hamm's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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