Robert
Hamilton
Integrity Investment Advisors
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About this Advisor
Robert Hamilton is a certified financial planner and chartered financial consultant working out of Fort Collins, Colorado with a total of 1 year of relevant experience. Hamilton is on the advisory team at Integrity Investment Advisors. Throughout their career, they have worked at Michael Schlemeyer, Northwestern Mutual Investment Services LLC, Student, Colorado Rapids, New Mexico United, Northwestern Mutual Life Insurance Company, Northwestern Mutual Wealth Management Company and Integrity Investment Advisors, LLC. Hamilton has a Series 63 license, certifying them as a securities broker, and is registered to serve investors in Colorado and New Mexico. Integrity Investment Advisors is a company with a branch in Fort Collins, Colorado. The firm has just three people on staff. It manages $125 million in assets between its 186 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 186 customer accounts, 58% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Integrity Investment Advisors offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types billed by Integrity Investment Advisors can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Integrity Investment Advisors Brokerage Details
$124,847,857
3
186
$671,225
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Robert Hamilton Work History
Robert has been registered as a financial advisor for 1 years.*
Integrity Investment Advisors, LLC
New Mexico United
Northwestern Mutual Wealth Management Company
Michael Schlemeyer
Northwestern Mutual Investment Services LLC
Michael Schlemeyer
Colorado Rapids
Northwestern Mutual Life Insurance Company
Student
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Hamilton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Integrity Investment Advisors
Fort Collins, CO
Fort Collins, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
