Darin
Hammerschmidt

Waddell & Reed

CRD#5478158
Investment Advisor
in Denver, CO
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About this Advisor

Darin Hammerschmidt is a certified financial planner whose office is in Denver, Colorado. Currently a registered advisor with Waddell & Reed, they have accumulated 10 years of work experience. Hammerschmidt holds a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Hammerschmidt can act as a financial advisor based out of Alaska, California, Colorado, Florida, Georgia, Idaho, Iowa, Kansas, Missouri, Nevada, Virginia, Washington, West Virginia, Wyoming, Indiana, Maryland, Nebraska, New Mexico, Ohio, South Carolina and Texas. The advisor has gained experience at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Darin Hammerschmidt LLC, Kiwanis Of Lakewood, Kiwanis Club Of Lakewood Board Member, West Chamber Serving Jefferson County Foundation and West Chamber Serving Jefferson County. Waddell & Reed is based out of Denver, Colorado, and has 357 locations across the nation. In aggregate, Waddell & Reed oversees $22 billion in assets across 153,672 client accounts and retains more than 2,000 people. The level of assets currently under the firm's management makes it one of the biggest firms in the United States. The firm manages 4,082 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 1% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Waddell & Reed can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

4582 S Ulster St Suite 103
Denver, CO 80237

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Waddell & Reed Brokerage Details

Total Assets Under Management

$21,207,078,630

CO Average: $2,243,162,756
Total Number of Employees

1,700

CO Average: 44
Total Number of Accounts

169,956

CO Average: 4,091
Average Account Size

$124,780

CO Average: $548,316

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Darin Hammerschmidt Work History

Darin has 10 years of experience.

2012 - Present (7 years)

West Chamber Serving Jefferson County Foundation

2012 - Present (7 years)

West Chamber Serving Jefferson County

2009 - Present (10 years)

Kiwanis Club Of Lakewood Board Member

2008 - Present (11 years)

Waddell & Reed, Inc

2008 - Present (11 years)

Various Insurance Carriers For W & R Insurance Agencies

2012 - 2018 (6 years)

Darin Hammerschmidt LLC

2012 - 2013 (1 year)

Kiwanis Of Lakewood

Disclosures

Darin Hammerschmidt has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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