Robert
Hamilton

Integrity Investment Advisors

CRD#6331348
Investment Advisor
in Fort Collins, CO

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About this Advisor

Robert Hamilton is a financial advisor based in Fort Collins, Colorado, working with Integrity Investment Advisors. Robert has previously held positions at Michael Schlemeyer, Northwestern Mutual Investment Services LLC, Student, Colorado Rapids, New Mexico United, Northwestern Mutual Life Insurance Company, Northwestern Mutual Wealth Management Company, Integrity Investment Advisors, LLC, and 365 Tax Strategy, LLC. Robert has passed the Series 63 regulatory exam and is registered to provide services in Colorado. Currently, Robert is part of Integrity Investment Advisors, which operates out of Fort Collins, Colorado. The firm has 3 employees and manages assets totaling $104.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Integrity Investment Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Fort Collins, CO

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Integrity Investment Advisors Brokerage Details

Total Assets Under Management

$104,492,133

Total Number of Employees

3

Total Number of Accounts

246

Average Account Size

$424,765

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Other

Robert Hamilton Work History

2023 - Present (1 year)

365 Tax Strategy, LLC

2021 - Present (3 years)

Integrity Investment Advisors, LLC

2021 - 2021 (< 1 year)

Northwestern Mutual Wealth Management Company

2019 - 2021 (2 years)

Michael Schlemeyer

2019 - 2021 (2 years)

Northwestern Mutual Investment Services LLC

2019 - 2023 (4 years)

New Mexico United

2018 - 2019 (1 year)

Michael Schlemeyer

2017 - 2018 (1 year)

Colorado Rapids

2014 - 2014 (< 1 year)

Northwestern Mutual Life Insurance Company

2013 - 2018 (5 years)

Student

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

Robert Hamilton
Fort Collins, CO
Todd Moerman
Fort Collins, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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