Keith
Hamann

Plexus Financial Services, LLC

CRD#6375363
Investment Advisor
in Dallas, TX
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About this Advisor

Keith Hamann is a financial advisor who lives in Dallas, Texas. Currently a registered investment advisor with Plexus Financial Services, LLC, Hamann has 15 years of work experience. Hamann maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Hamann can advise investors in Alabama, Pennsylvania, Washington, Arkansas, Colorado, Ohio, Georgia, Illinois, Wisconsin, Indiana, Texas, Louisiana, Oklahoma and North Carolina. During their career, the advisor has held roles at Plexus Financial Solutions and Crowe Horwath Llp. Plexus Financial Services, LLC is based out of Dallas, Texas, and operates out of two other offices across the nation. In aggregate, Plexus Financial Services, LLC retains nine staff members. None of the investment firm's clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Plexus Financial Services, LLC provides pension consulting services, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

15 years

Services Offered

Pension consulting services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

5310 Harvest Hill Road Suite 100
Dallas, TX 75230

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Plexus Financial Services, LLC Brokerage Details

Total Number of Employees

9

TX Average: 44

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Investment Advisory Services

  • Pension consulting services
  • Educational seminars/workshops
  • Other

Keith Hamann Work History

Keith has 15 years of experience.

2014 - Present (5 years)

Plexus Financial Solutions

2003 - 2014 (11 years)

Crowe Horwath Llp

Disclosures

Keith Hamann has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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