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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
  • Pension Consulting
    • -401k
    • -403b

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
HHH Financial Solutions d/b/a H Cubed Financial Solutions 1 year, 9 months Feb 2017 - Present
Team Financial Strategies 6 years, 11 months Apr 2010 - Mar 2017
Northwestern Mutual Wealth Management Company 10 months Jun 2009 - Apr 2010
Northwestern Mutual Investment Services, LLC 11 months May 2009 - Apr 2010
Northwestern Mutual Life Insurance Company 11 months May 2009 - Apr 2010
Edward Jones 5 years May 2004 - May 2009

Designations & Memberships

  • Accredited Asset Management Specialist
    Designation
    Accredited Asset Management Specialist
    Individuals holding this designation are well versed in asset management processses, asset allocation and selection, taxation of investment products, investments and insurance for both individuals and businesses

Articles and Answers

Insights by Heath Hamrick

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 26, 2017
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Apr 12, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Team Financial Strategies

Last updated on May 26, 2017
    • $76.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 156
      Accounts
    • $490.4K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.