Brian Jeffrey Hamel
Investment adviser representative at Retiremitten Financial LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$213.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Retiremitten Financial LLCSep 2026 to now
- RetiremittenSep 2025 to now
- Blueforce Investors, Llc/southeastern Advisory Group, Inc.Jun 2007 to now
- Charles Schwab & Co., Inc.Mar 2013 to Aug 2025
- Schwab Wealth Advisory, Inc.Mar 2013 to Aug 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Retiremitten Financial LLC
$213.8MAssets managed
217Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1433084
- Firm CRD
- 300779