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Austin Hamer

Advisor at STIFEL — Waterloo, IA

Updated today

Credentials

Series 66

Experience

3 years

Location

Waterloo, IA 50701-5401

STIFEL logo

STIFEL

Institution

Total advisors

3,340

Across 469 offices

Clients per advisor

69 Very Low

Avg AUM per client

$773,556 Very High

HNW client ratio

32% High

About

Austin Hamer is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. His prior work includes roles at Businessolver and Scheels. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Client services

Based on STIFEL

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

Expertise

Based on STIFEL

General retirement planning Income planning

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Fee options

Commissions

Commissions applicable when implementing securities transactions via brokerage accounts; separate and not included in financial planning fees

Other

Minimum fee: Up to $5,000 for fee-based financial planning services, negotiable depending on complexity and scope Fee-only: Fee-based financial planning services charged as a fixed fee up to $5,000

Location

See office

Waterloo, IA

173 W Fourth St

Waterloo IA 50701-5401

Advisors at this office

8

Most active in

Iowa

Work history

3 years of industry experience

Stifel

2023 - Present • 3 years

Waterloo, IA

Businessolver

2022 - 2023 • 1 year

West Des Moines, IA

Stifel

2022 - 2022 • 1 year

St. Louis, MO

Scheels

2015 - 2022 • 7 years

Cedar Falls, IA

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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Michael D

CFP®, Series 65

Cedar Falls, IA

Ignite Financial

Michael Dunlop is a CFP® professional with 10 years of industry experience, currently serving at Ignite Financial in Cedar Falls, IA. He has worked at Benchmark Financial since 2021 and holds a role as Senior Credit Analyst at Viking Pump. Prior to this, he was employed at the University of Northern Iowa from 2016 to 2019. Ignite Financial is a state-registered investment adviser providing investment management, financial planning, and educational seminars. The firm serves a diverse client base including institutional and non-institutional clients and employs a primarily passive, index-fund investment approach grounded in Modern Portfolio Theory.

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Founder/Business Owner
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Axel H

Series 65

Cedar Falls, IA

Highland Wealth Management

Axel Hoogland is a financial advisor at Highland Wealth Management in Cedar Falls, IA, with eight years of industry experience. He holds a Series 65 designation and has worked as an engineer for John Deere since 2018. Highland Wealth Management offers fee-only, project-based, and hourly financial planning services, emphasizing strategic asset allocation with passively managed funds. The firm operates without discretionary trading authority or custody of client assets, focusing on written recommendations and client-controlled implementation.

Passive / index investing Cash flow / budgeting
user avatar

David B

Series 63, Series 65

Waterloo, IA

Keystone Wealth Management

David Becker is a financial advisor at Keystone Wealth Management in Waterloo, Iowa, with 27 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Purshe Kaplan Sterling Investments, Inc. from 2019 to 2023. In addition to his advisory role, Becker is licensed to sell fixed insurance products, including life insurance, annuities, and long-term care. Keystone Wealth Management serves individual and high-net-worth clients as well as small-business retirement plan sponsors, offering portfolio management, financial planning, and fiduciary retirement plan consulting. The firm emphasizes tailored investment strategies with mutual funds and fundamental analysis, provides ongoing account monitoring and reporting, and manages a high client load through aggregation and model-based reviews.

Life insurance needs analysis
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John T

CFP®, Series 63

Waterloo, IA

Tuve Investment Management, Inc.

John Tuve is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Tuve Investment Management, Inc., where he has worked since 2015. Prior to this, he was associated with Purshe Kaplan Sterling Investments for nine years. Outside of his advisory role, he is a licensed insurance agent and a licensed notary in Iowa. Tuve Investment Management provides discretionary asset management to individual and high-net-worth clients, managing approximately $133 million across more than 1,400 client relationships. The firm utilizes a combination of technical and fundamental analysis to create tailored portfolios and employs both long-term and short-term trading strategies to meet client objectives.

Concentrated stock management Options & derivatives strategies Passive / index investing Active portfolio management
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Daniel F

Series 63

Cedar Falls, IA

Fencl Advisory Services, LLC

Daniel Fencl is a financial advisor with Fencl Advisory Services, LLC in Cedar Falls, IA, holding a Series 63 designation and over 40 years of industry experience. He has worked with ICM Financial Services, Inc. and Dominion Investor Services, Inc. for multiple decades and currently serves as CEO of ICM Financial Services, Inc. Fencl Advisory Services is a state-registered investment adviser that serves individuals, trusts, retirement plans, corporations, and other professional clients. The firm provides discretionary portfolio management and financial planning with a planning-driven, long-term buy-and-hold investment approach tailored to each client’s goals and risk tolerance.

Retirement income strategy General retirement planning Annuities Wealth management Founder/Business Owner
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Stanley T

Series 65

Waterloo, IA

Tuve Investment Management, Inc.

Stanley Tuve is a financial advisor at Tuve Investment Management, Inc. in Waterloo, IA, with seven years of industry experience. He holds a Series 65 designation and previously worked at Purshe Kaplan Sterling Investments from 2015 to 2018. Tuve Investment Management provides discretionary asset management to individual and high-net-worth clients, managing approximately $133.3 million across 1,409 client relationships. The firm employs a combination of technical and fundamental analysis to construct and manage tailored portfolios, offering continuous supervision and monthly reviews.

Concentrated stock management Options & derivatives strategies Passive / index investing Active portfolio management
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