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Daniel Allen Hamm

Investment adviser representative at Intellicents Investment Solutions Inc
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$9.9BFirm 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 assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

12 years in the industry.

  1. Mutual Securities, Inc.May 2022 to now
  2. Intellicents Investment Solutions IncApr 2022 to now
  3. Frontier Wealth Management, LLCJul 2021 to Apr 2022
  4. American Century InvestmentsJul 2018 to Jul 2021
  5. Creative PlanningJul 2014 to Jul 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018

State registrations

Registered as an investment adviser representative in 2 states (KS, MO).

Intellicents Investment Solutions Inc

$9.9BAssets managed
8,280Clients
61Advisers
30 yearsIn 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
6368271
Firm CRD
107498
Advisor's SEC record (opens in a new tab)
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