Aaron Hammer
Advisor at Lone Peak Advisers
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lone Peak Advisers
Location
St. Cloud, MN 56303
Credentials
Series 63, Series 66
Industry experience
21 years
About
Aaron Hammer is a financial advisor with Lone Peak Advisers in St. Cloud, MN, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has worked at ValMark Advisers, Inc. since 2014 and Valmark Securities, Inc. since 2006, and has operated Hammer & Associates since 2001. Outside of advising, he owns KAH Crafts, a business that makes and sells leather goods. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses with portfolio management and financial planning services, managing approximately $119 million in assets. The firm employs a tactical, trend-focused investment approach using a combination of fundamental and technical analysis.
Client services
Based on Lone Peak Advisers
Financial planning
Portfolio management
Selection of other advisers
Fee options
Fixed fee amount may be negotiated for completion of the entire financial plan based on scope
Negotiable up to 2.9% annually total including any TPAM/sub-advisor fees
$330.36 per hour (3-hour minimum) for financial planning services
Annual $50 fee per account managed by LPA (billed monthly or quarterly) to cover platform and admin costs
Location
2700 1st Street North, #204
St. Cloud, MN 56303
Most active in
Aaron H has reported serving >5 clients in these states in the last 12 months.
Minnesota · Ohio · Pennsylvania
Work history
ValMark Advisers, Inc.
2014 - Present (12 years)
Valmark Securities, inc.
2006 - Present (20 years)
Hammer & Associates
2001 - Present (25 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Thomas M
ChFC®, Series 63
St. Cloud, MN
Lone Peak Advisers
Steven L
Series 66
St. Cloud, MN
Lfa
James S
Series 63
St. Cloud, MN
Lfa
Jason H
CFP®, Series 63, Series 65
St. Cloud, MN
AIS Planning
Jessica G
Series 66
St. Cloud, MN
Midwest Financial Partners
Teresa B
Series 65
St. Cloud, MN
AIS Planning
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