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David Hammer

Advisor at Cetera

Updated today
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Firm

Cetera

Location

Fairbury, IL 61739

Credentials

Series 66

Industry experience

20 years

About

David Hammer is a financial advisor at Cetera with 20 years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliated entities since 2005. Outside of his advisory role, he serves as a trust officer and member of the investment committee at Bank of Pontiac, is president of the Prairie Lands Foundation, and participates in community organizations including the Rotary Club of Fairbury and the Indian Creek Golf and Country Club gift committee. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 advisors. The firm offers a range of portfolio management and financial planning services, utilizing advisor-managed accounts, model portfolios, and third-party solutions, supported by retirement and fiduciary capabilities integrated with its broader trust and institutional platform.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

100 E Locust Street

Fairbury, IL 61739

Most active in

Illinois

Work history

Cetera

2014 - Present (12 years)

Cetera Investment Services Llc

2005 - Present (21 years)

Bank Of Pontiac

1993 - Present (33 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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