Polly
Hamm

Brown Wealth Management, LLC

CRD#6764498
Investment Advisor
in Eden Prairie, MN

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About this Advisor

Polly Hamm is a certified financial planner working out of Eden Prairie, Minnesota who has 6 years of industry experience. Hamm is an advisor for Brown Wealth Management, LLC. Throughout their career, Hamm has worked at Brown Wealth Management, LLC, Richfield Career Education Program, Ubelong and Ecolab. Hamm maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in Minnesota. Brown Wealth Management, LLC is a registered investment business that has its headquarters in Eden Prairie, MN. It has $159 million in assets between its 559 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 559 customer accounts, 49% are held by high-net-worth clients who have at least $1 million in investable assets. Brown Wealth Management, LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management typically depend on which services the firm provides the client. However, fees charged by Brown Wealth Management, LLC likely are comprised of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

12100 Single Tree Lane, #175
Eden Prairie, MN 55344

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Brown Wealth Management, LLC Brokerage Details

Total Assets Under Management

$159,296,000

MN Average: $5,289,111,388
Total Number of Employees

4

MN Average: 157
Total Number of Accounts

559

MN Average: 8,262
Average Account Size

$284,966

MN Average: $640,173

Investment Advisory Services

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

Polly Hamm Work History

Polly has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Brown Wealth Management, LLC

2015 - 2016 (1 year)

Richfield Career Education Program

2015 - 2015 (< 1 year)

Ubelong

2007 - 2015 (8 years)

Ecolab

*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 Polly Hamm 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 Brown Wealth Management, LLC

Michael Urch
Eden Prairie, MN
Polly Hamm
Eden Prairie, MN
Timothy Brown
Eden Prairie, MN

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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