Blake
Hamer

Stifel, Nicolaus & Company, Inc

CRD#6861252
Investment Advisor
in Waterloo, IA

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About this Advisor

Blake Hamer is a certified financial planner operating in Waterloo, Iowa with a total of 5 years of relevant experience. Hamer is on the advisory team at Stifel, Nicolaus & Company, Inc. During their career, Hamer has held roles at Stifel and Ocwen Loan Servicing. Hamer maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Iowa. Stifel, Nicolaus & Company, Inc is a firm based in Saint Louis, MO. The firm has offices in 459 locations and a total of 6,729 people on staff. It controls $133 billion in total assets across its 334,814 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 1,312 charities and foundations. Of its 334,814 client accounts, 24% are held by high-net-worth investors who have greater than $1 million in investable assets. Stifel, Nicolaus & Company, Inc offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules typically vary depending on the type of services. However, fee types charged by Stifel, Nicolaus & Company, Inc most likely include any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

173 W Fourth St
Waterloo, IA 50701-5401

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$132,550,931,898

IA Average: $11,469,110,461
Total Number of Employees

6,729

IA Average: 458
Total Number of Accounts

334,814

IA Average: 33,415
Average Account Size

$395,894

IA Average: $343,232

Investment Advisory Services

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

Blake Hamer Work History

Blake has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Stifel

2013 - 2017 (4 years)

Ocwen Loan Servicing

*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 Blake Hamer 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 Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Dawne Rehm
Pensacola, FL
John Mchale
Atlanta, GA
Phil Harris
Wichita Falls, TX
Andrew Pagoulatos
Succasunna, NJ
Michael Lieberman
Florham Park, NJ
Christopher Daughtry
Wilmington, NC
Sheryl Cox
Plymouth, MA

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.

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