Cory Hamlin
Advisor at Kaizen Wealth Management, LLC
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.
Advisor at Kaizen Wealth Management, LLC
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
Kaizen Wealth Management, LLC
Location
Shelby Township, MI 48317
Credentials
Series 65
Industry experience
2 years
Cory Hamlin is a financial advisor at Kaizen Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked with related firms including Kaizen Financial, Inc., where he is also an insurance agent. Kaizen Wealth Management provides financial planning and consulting services primarily to individual and high-net-worth clients, acting as an introducer to third-party money managers rather than directly managing client assets. The firm delivers tailored financial plans and coordinates with other professionals to support clients’ broader financial needs.
Based on Kaizen Wealth Management, LLC
Based on Kaizen Wealth Management, LLC
1.70% annually (Strategic, Tactical, Allocation & Defined Outcome Portfolios total fee)
$150/hour for financial planning and consulting
Fee-only: $150/hour for financial planning and consulting
47702 Van Dyke Ave.
Shelby Township, MI 48317
Michigan
Kaizen Financial, Inc.
2025 - Present (1 year)
Kaizen Wealth Management, LLC
2023 - Present (3 years)
Kaizen Financial Group, LLC
2022 - 2025 (3 years)
Strategic Wealth Advisors Group
2022 - 2022 (1 year)
Full Time Student
2013 - 2022 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")