Marissa
Hammerstrom

Arbor Point Advisors

CRD#6952694
Investment Advisor
in Malaga, WA

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About this Advisor

Marissa Hammerstrom is a financial advisor based in Malaga, Washington, working with Arbor Point Advisors. Marissa has previously held positions at Keybank, Bay Equity Home Loans, Jp Morgan Chase, University Of Redlands - Economics Department, Legal Aid Society Of San Bernardino, Macy's, Roger Goodman Political Campaign, University Of Washington, Key Investment Services, Bellevue College, University Of Redlands, Oppenheimer & Co. Inc, Morgan Stanley, D.A. Davidson, Securities America, Inc, Arbor Point Advisors, and Osaic Wealth, Inc. Marissa has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Marissa is part of Arbor Point Advisors, which operates out of Malaga, Washington. The firm has 147 offices and 2,643 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and 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, selection of other advisers, and educational seminars. The fee structure at Arbor Point Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, 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, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Malaga, WA

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Arbor Point Advisors Brokerage Details

Total Assets Under Management

$6,929,575,682

WA Average: $1,978,216,465
Total Number of Employees

2,643

WA Average: 226
Total Number of Accounts

28,010

WA Average: 7,467
Average Account Size

$247,396

WA Average: $264,928

Investment Advisory Services

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

Marissa Hammerstrom Work History

2024 - Present (0 year)

Osaic Wealth, Inc

2023 - Present (1 year)

Securities America, Inc

2023 - Present (1 year)

Arbor Point Advisors

2021 - 2021 (< 1 year)

Morgan Stanley

2021 - 2023 (2 years)

D.A. Davidson

2018 - 2018 (< 1 year)

Keybank

2018 - 2018 (< 1 year)

Key Investment Services

2018 - 2021 (3 years)

Oppenheimer & Co. Inc

2017 - 2018 (1 year)

Bay Equity Home Loans

2016 - 2016 (< 1 year)

Jp Morgan Chase

2016 - 2018 (2 years)

University Of Washington

2015 - 2016 (1 year)

University Of Redlands - Economics Department

2015 - 2015 (< 1 year)

Legal Aid Society Of San Bernardino

2015 - 2016 (1 year)

University Of Redlands

2014 - 2014 (< 1 year)

Macy'S

2014 - 2014 (< 1 year)

Roger Goodman Political Campaign

2014 - 2014 (< 1 year)

Bellevue College

Disclosures

Please visit the SEC profile of Marissa Hammerstrom 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 Arbor Point Advisors

Thomas Kerins
Omaha, NE
William Webb
Omaha, NE
Barry Smith
Pocatello, ID
Amy Clark
Boise, ID
Gwendolyn Slater
Daytona Beach Shores, FL
Marissa Hammerstrom
Malaga, WA
Curren Webb
Omaha, NE
Matthew Brand
West Bloomfield, MI

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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