Marissa H Hammerstrom
Investment adviser representative at Osaic Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$15.5BFirm assets
Are you Marissa H Hammerstrom? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
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
10 years in the industry.
- Osaic Advisory Services, LLCNov 2024 to now
- Osaic Wealth, Inc.Jun 2024 to now
- Arbor Point AdvisorsNov 2023 to Nov 2024
- Securities America, Inc.Nov 2023 to Jun 2024
- D.A. DavidsonOct 2021 to Sep 2023
- Morgan StanleyJun 2021 to Sep 2021
- Oppenheimer & Co. IncDec 2018 to May 2021
- Key Investment ServicesMay 2018 to Dec 2018
- KeybankMay 2018 to Dec 2018
- Bay Equity Home LoansJul 2017 to Feb 2018
- University of WashingtonJun 2016 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (WA).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 6952694
- Firm CRD
- 171070