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Aaron L Hammer

Advisor at Lone Peak Advisers — St. Cloud, MN

Updated today

Credentials

Series 63, Series 66

Experience

22 years

Location

St. Cloud, MN 56303

Lone Peak Advisers logo

Lone Peak Advisers

Team

Total advisors

9

Across 2 offices

Clients per advisor

101 Very High

Avg AUM per client

$138,613 Very Low

HNW client ratio

6% Very Low

About

Aaron Hammer is a financial advisor at Lone Peak Advisers with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with ValMark Advisers, Inc. and Valmark Securities, Inc. for over a decade. Outside of finance, he owns KAH Crafts, a business that makes and sells leather goods. Lone Peak Advisers is a team-based registered investment adviser managing approximately $125 million for nearly 900 clients, including individuals, trusts, retirement plans, charitable organizations, and corporate entities. The firm employs a tactical investment approach that combines fundamental analysis with technical market signals to guide portfolio allocations across various asset classes.

Client services

Based on Lone Peak Advisers

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Lone Peak Advisers

Active portfolio management Cash flow / budgeting

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Fee options

Fixed

Fixed fee amount may be negotiated for completion of the entire financial plan based on scope

Percentage

Negotiable up to 2.9% annually total including any TPAM/sub-advisor fees

Project-based

$330.36 per hour (3-hour minimum) for financial planning services

Subscriptions

Annual $50 fee per account managed by LPA (billed monthly or quarterly) to cover platform and admin costs

Location

See office

St. Cloud, MN

2700 1st Street North, #204

St. Cloud MN 56303

Advisors at this office

2

Most active in

Minnesota · Ohio · Pennsylvania

Work history

22 years of industry experience

ValMark Advisers, Inc.

2014 - Present • 12 years

Akron, OH

Valmark Securities, inc.

2006 - Present • 20 years

Akron, OH

Hammer & Associates

2001 - Present • 25 years

Saint Cloud, MN

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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Thomas M

ChFC®, Series 63

St. Cloud, MN

Lone Peak Advisers

Thomas Mulder is a ChFC® credentialed advisor with 44 years of industry experience. He is currently with Lone Peak Advisers and has worked at ValMark Advisers, Inc. and Valmark Securities, Inc. since 2006. Outside of financial advising, he earns income as a professional singer. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses with portfolio management and financial planning, using a tactical, trend-focused investment approach that incorporates fundamental and technical analysis.

Active portfolio management Cash flow / budgeting
user avatar

Steven L

Series 66

St. Cloud, MN

Lfa

Steven Laraway is a financial advisor with Lfa, holding a Series 66 designation and over 25 years of industry experience. He has worked at Laraway Financial Advisors, Inc. since 2000 and Laraway Insurance Services, Inc. since 2005. Outside of his advisory work, Laraway serves on several nonprofit boards, including the Boy Scout Central Minnesota Council and CentraCare Health System. Laraway Financial Advisors (LFA) is an SEC-registered firm managing approximately $309 million for about 473 clients through a team of seven advisors. The firm serves individuals, pension plans, trusts, estates, charitable organizations, and businesses, using a model-driven investment approach with diversified allocations across mutual funds, ETFs, and fixed income.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
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James S

Series 63

St. Cloud, MN

Lfa

James Schmitz is a financial advisor with Lfa in St. Cloud, MN, holding a Series 63 designation and 17 years of industry experience. He has been with Laraway Financial Advisors since 2012 and serves as vice president and COO. Outside of his advisory role, Schmitz is an independent insurance agent and a member of a real estate holding company. Laraway Financial Advisors is an SEC-registered firm managing approximately $309 million for around 473 clients through a seven-advisor team. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, using a model-driven investment approach with diversified portfolios and third-party managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
user avatar

Jason H

CFP®, Series 63, Series 65

St. Cloud, MN

AIS Planning

Jason Hallonquist is a CFP® professional with 24 years of experience in the financial services industry. He has been with Accredited Investor Services, LLC, dba AIS Planning, since 2008 and serves as an advisor and 10% owner. Outside of his advisory role, Hallonquist participates in several community organizations, including serving on the board of Anne Marie's Alliance, a shelter and support system for battered women, and co-chairing an expense committee at Westwood Community Church. AIS Planning provides financial planning, discretionary investment management, and qualified retirement plan consulting to individuals, trusts, estates, charitable organizations, and corporate plans. The firm employs academic-based asset allocation methods and utilizes model strategies and sub-advisers while offering fiduciary and ERISA-related services.

Retirement income strategy Social Security optimization General estate planning guidance College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner Retired Executive
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Jessica G

Series 66

St. Cloud, MN

Midwest Financial Partners

Jessica Gauerke is a financial advisor at Midwest Financial Partners in St. Cloud, MN. She holds a Series 66 designation and has 19 years of industry experience. Her prior roles include positions at Jefferson Wells, Alps Fund Services, USAdvisors Wealth Management, Securities America, and Cetera Advisor Networks. Midwest Financial Partners serves individuals, families, high-net-worth clients, trusts, employer retirement plans, and business clients by providing comprehensive portfolio management and retirement plan consulting. The firm manages approximately $1.5 billion in client assets through a team of nine advisors, offering individualized investment plans and utilizing institutional custodial platforms and supporting technology for account administration.

Wealth management
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Teresa B

Series 65

St. Cloud, MN

AIS Planning

Teresa Bawden is a Series 65 licensed advisor at AIS Planning with four years of industry experience. Her prior work includes roles at Tax Sheltered Compensation Inc, CBA, Minnwest Bank, and Bremer Bank. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans with financial planning, discretionary investment management, and qualified retirement plan consulting. The firm employs model strategies and sub-advisers while managing client oversight, allocation, rebalancing, and communication for a diverse client base.

Retirement income strategy Social Security optimization General estate planning guidance College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner Retired Executive
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