Client assets are custodied with Altruist Financial LLC*, member FINRA, SIPC. Under Minnesota law, HAS, Inc. is considered to have custody of client assets only to the extent that clients may agree to have its investment management fees debited from their accounts held at Altruist. 

*HAS Inc. also has a relationship with Schwab Inc. to custody assets in special situations, such as when assets are held in trust with a corporate trustee that has an existing relationship with only Schwab or cannot work with Altruist.

David Hammer, CFP(R), ChFC

Custody of Client Assets

Experience:

Hammer Advisory Services, Inc. is a Minnesota Registered Investment Advisor.  Registration does not imply a certain level of skill or training. HAS, Inc. does not provide tax or legal advice. Information on this site is general in nature, and is not intended as specific advice. Past investment performance is not indicative of future results. Fee-Only Financial Planners in Woodbury

Fee-only Retirement Planning

Education:

David Hammer is a Chartered Financial Consultant(ChFC) and has been a Certified Financial Planner(TM) Practitioner since 1999, with experience in investment management, financial planning, and insurance:

1995-2000: Insurance agent and District Life Insurance Specialist for Farmers Insurance Group

2001-2002: Investment Manager with Two Rivers Capital Management

2002-2007: Financial Advisor with UBS/Paine Webber

2007-2010: Financial Advisor with H & R Block Financial Advisors/Ameriprise

2010-Present: Owner of Hammer Advisory Services, Inc.