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Christopher Colin Hamm

Advisor at Sequent Planning, Llc — Flatwoods, KY

Updated today

Credentials

Series 63, Series 65

Experience

18 years

Location

Flatwoods, KY

Sequent Planning, Llc logo

Sequent Planning, Llc

Multi-team

Total advisors

98

Across 72 offices

Clients per advisor

61 Typical

Avg AUM per client

$98,000 Very Low

HNW client ratio

1% Very Low

About

Christopher Hamm is a financial advisor with Sequent Planning, LLC and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, including 19 years at Western & Southern Financial Group and roles at Insurance and Beyond of Kentucky, LLC, where he is also an owner. In addition to his advisory work, he owns The Camayo Room of Ashland, an event venue rental business. Sequent Planning, LLC, operating as Futurity First Wealth Management, is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, and nonprofit organizations. The firm offers asset management, financial planning, and retirement plan services through a network of approximately 97 advisors utilizing a structured risk framework and diversified investment approaches.

Client services

Based on Sequent Planning, Llc

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

Expertise

Based on Sequent Planning, Llc

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies

Occupation focus

Based on Sequent Planning, Llc

Founder/Business Owner Executive

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Fee options

Fixed

Fixed financial planning fees, minimum $500 (limited) to $1,000 (comprehensive), maximum $5,000

Percentage

$0+: up to 1.75% annually (negotiable, varies by IAR and client) $0 - $5,000,000: up to 0.75% annually (Non-Fiduciary Retirement Plan Services) $5,000,001 - $10,000,000: Tier 1 + 0.50% on Tier 2 balance (Non-Fiduciary Retirement Plan Services) $10,000,000++: Customized pricing (Non-Fiduciary Retirement Plan Services) $0 - $5,000,000: up to 1.00% annually (Fiduciary Retirement Plan Services) $5,000,001 - $10,000,000: Tier 1 + 0.75% on Tier 2 balance (Fiduciary Retirement Plan Services) $10,000,000++: Customized pricing (Fiduciary Retirement Plan Services)

Commissions

Commissions earned by IARs acting as insurance agents on insurance products sold, separate from advisory fees

Project-based

Hourly fee capped at $500 per hour, negotiable per IAR

Other

Fee-only: Financial planning - hourly fees up to $500/hour; fixed fees from $500 to $5,000 depending on scope

Location

See office

Flatwoods, KY

Flatwoods KY

Advisors at this office

1

Most active in

Kentucky

Work history

18 years of industry experience

Sequent Planning, LLC

2026 - Present • 1 year

Flatwoods, KY

Insurance and Beyond of Kentucky, LLC

2024 - Present • 2 years

Flatwoods, KY

Peak Brokerage Services, LLC

2024 - 2025 • 1 year

Jupiter, FL

Western & Southern Financial Group

2005 - 2024 • 19 years

Cincinnati, OH

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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William H

CFP®, Series 63

Ironton, OH

Creative Financial Solutions, LLC

William Hensley is a CFP® with 30 years of industry experience and is a financial advisor at Creative Financial Solutions, LLC. He has worked with Cambridge Investment Research Advisors Inc. and Cambridge Investment Research Inc. since 2014. Hensley serves as a board member of Young Life Huntington and is involved with the Rotary Club of Barboursville, WV, where he has held the position of past president. Creative Financial Solutions primarily provides comprehensive financial planning and advisory services to individuals, families, small businesses, and trusts. The firm focuses on planning and fee-for-service models and utilizes third-party custodians and research to support investment recommendations.

General retirement planning Income planning General tax planning Life insurance needs analysis
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Leif C

Series 63, Series 65

Ashland, KY

Leif Clarke Wealth Management, Inc.

Leif Clarke is the principal of Leif Clarke Wealth Management, Inc. in Ashland, KY, with 30 years of experience in the financial industry. He holds Series 63 and Series 65 credentials and previously worked at Private Client Services from 2015 to 2017. Clarke serves as a board director and investment professional for Ramey Estep Homes, Inc., a nonprofit organization serving troubled youth. Leif Clarke Wealth Management provides investment management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a value-oriented investment approach and customizes recommendations based on clients’ risk tolerance, time horizon, income needs, and tax situation.

Options & derivatives strategies Annuities Real estate investing
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Anthony P

Series 63, Series 65

Ashland, KY

Leif Clarke Wealth Management, Inc.

Anthony Park is an advisor at Leif Clarke Wealth Management, Inc. with Series 63 and Series 65 credentials. He has worked in financial services roles at firms including Baird and Kentucky Farmers Bank, and has experience in health department administration. Leif Clarke Wealth Management provides investment management and financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a value-oriented investment approach and customizes recommendations based on clients’ risk tolerance, time horizon, income needs, and tax considerations.

Options & derivatives strategies Annuities Real estate investing
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Malcolm M

Series 65

Huntington, WV

Global Value Investment Corporation

Malcolm Maclaren is a financial advisor at Global Value Investment Corporation with a Series 65 credential and three years of industry experience. Prior to joining Global Value Investment Corporation, he worked in legal and compliance roles, including at the Law Offices of Malcolm J. MacLaren and The Circuit Court of Cook County, Illinois. He is also a co-member of Machair, LLC, a commercial real estate company. Global Value Investment Corporation provides investment research and discretionary portfolio management to individual and institutional clients, utilizing a fundamental, value-oriented investment approach that includes both short- and long-term strategies. The firm offers services such as wrap-fee programs, sub-advisory arrangements, and manages private funds.

Active portfolio management Private / alternative investments Options & derivatives strategies Concentrated stock management
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Chandis F

Series 63, Series 65

Russell, KY

International Assets Investment Management, LLC

Chandis Ferguson II is a financial advisor at International Assets Investment Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with International Assets Advisory, LLC since 2016. Ferguson also owns and operates Platinum Investments, LLC, an investment-related business. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management and financial planning, utilizing a range of investment vehicles and third-party managers to meet client objectives.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Robert B

Series 66

Ceredo, WV

United Brokerage Services, INC

Robert Brewster II is a financial advisor at United Brokerage Services, Inc. with 22 years of industry experience. He holds the Series 66 designation and has been with United Brokerage Services since 2005. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Bank through its parent company, United Asset Management Corporation.

Tax-loss harvesting Wealth management
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