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Michele Christine Hammann

Investment adviser representative at Merit Financial Advisors
21 yearsExperience
1 stateRegistered in
PFSDesignation
$23.9BFirm 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 feeOther

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

21 years in the industry.

  1. Merit Financial AdvisorsJan 2026 to now
  2. Wealthcare Advisory Partners, LLCSep 2020 to Jan 2026
  3. Avantax Advisory ServicesOct 2019 to Sep 2020
  4. Avantax Investment Services, Inc.Oct 2019 to Sep 2020
  5. 1st Global Advisors, IncSep 2018 to Oct 2019
  6. 1st Global Capital, Corp.Sep 2018 to Oct 2019
  7. Ss&c Solutions IncFeb 2005 to Jan 2026

Designations

  • PFS

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 1 state (KS).

Merit Financial Advisors

Legal name: Merit Financial Group, LLC

$23.9BAssets managed
20,711Clients
285Advisers
19 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
7025129
Firm CRD
142457
Advisor's SEC record (opens in a new tab)
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