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Jerrod Michael Hammerback

Advisor at Wells Fargo Advisors — Alexandria, MN

Updated today

Credentials

Series 66

Experience

24 years

Location

Alexandria, MN 56308

Wells Fargo Advisors logo

Wells Fargo Advisors

Institution

Total advisors

4,175

Across 1,138 offices

Clients per advisor

109 High

Avg AUM per client

$514,335 High

HNW client ratio

51% Very High

About

Jerrod Hammerback is a financial advisor with Wells Fargo Advisors in Alexandria, MN, holding a Series 66 credential and 23 years of industry experience. He previously worked at Raymond James Financial Services Advisors and Bremer Bank. Outside of his advisory role, he serves as treasurer for the Alexandria Area High School graduation event. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients who meet specific net-worth criteria. The firm integrates advisory services with other financial products and referral channels, delivering customized recommendations based on proprietary research and planning tools.

Client services

Based on Wells Fargo Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Expertise

Based on Wells Fargo Advisors

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting

Occupation focus

Based on Wells Fargo Advisors

Founder/Business Owner

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Fee options

Commissions

Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.

Other

Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.

Location

See office

Alexandria, MN

710 Broadway

Alexandria MN 56308

Advisors at this office

5

Most active in

Minnesota · Texas

Work history

24 years of industry experience

Wells Fargo Advisors

2022 - Present • 4 years

Alexandria, MN

Raymond James Financial Services Advisors INC.

2009 - 2022 • 13 years

Alexandria, MN

Raymond James financial Services

2009 - 2022 • 13 years

Alexandria, MN

Bremer bank

2002 - 2022 • 20 years

Alexandria, 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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Daniel K

Series 63, Series 65

Alexandria, MN

Fortis Group Advisors LLC

Daniel Kalina is a financial advisor with Fortis Group Advisors LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at LPL Financial, LLC and Invest Financial Corporation. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm constructs diversified, asset-allocation portfolios using institutional share classes and risk-profiling technology, and offers both discretionary and non-discretionary portfolio management along with financial planning and ERISA plan services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Real estate investing Founder/Business Owner Executive
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Brian F

Series 63, Series 65

Alexandria, MN

Focus Financial

Brian Fleming is a financial advisor with Focus Financial in Alexandria, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Focus Financial and OSAIC since 2012. Fleming serves as a board member and volunteer with local Cub Scouts and Boy Scouts, and he is president of a nonprofit organization supporting Munchausen syndrome awareness. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, providing a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Executive Founder/Business Owner
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Will O

CFP®, Series 65

Alexandria, MN

Inspire Advisors, LLC

Will Odland is a CFP® and Series 65-licensed financial advisor at Inspire Advisors, LLC with two years of industry experience. Prior to joining Inspire Advisors, he worked at Vermillion Wealth Management Inc. and Rosemount, Inc., among other firms. He is also a licensed insurance agent offering annuities, life, disability, and long-term care insurance. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets, serving individual clients—including high-net-worth individuals—as well as institutions and charitable organizations. The firm emphasizes Biblically Responsible Investing through its proprietary tools and employs a mix of fundamental, technical, and quantitative methods to construct portfolios, often delegating management to sub-advisors or affiliated managers.

ESG / Sustainable investing
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Brett M

CFP®, Series 66

Alexandria, MN

Focus Financial

Brett Maloney is a CFP® with seven years of experience in financial advising, currently associated with Focus Financial and OSAIC. His background includes service in the United States Air Force and brief tenures at Aagard and a period of unemployment in 2018. He is also the owner of Maloney Financial LLC, established for tax purposes related to his securities business. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, including high-net-worth clients, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed account services, retirement plan consulting, and financial planning with diverse investment strategies.

Executive Founder/Business Owner
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Christine S

Series 63, Series 65

Alexandria, MN

Private Advisor Group, LLC

Christine Schroeder is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has worked at Private Advisor Group and LPL Financial since 2012 and previously at Merrill from 2004 to 2012. She operates under the DBA StoneBridge Wealth Management in Alexandria, MN. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model with multiple investment strategies and utilizes proprietary technology platforms for portfolio management.

Annuities Founder/Business Owner
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Mark O

Series 63, Series 65

Alexandria, MN

Private Advisor Group, LLC

Mark Opp is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 32 years of industry experience. His prior work includes eight years at Merrill followed by roles at both Private Advisor Group and LPL Financial since 2012. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment methods, often implementing advice through third-party managers and TAMPs.

Annuities Founder/Business Owner
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