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Michael Hambrock

Advisor at &PARTNERS — Terre Haute, IN

Updated today

Credentials

Series 63, Series 66

Experience

40 years

Location

Terre Haute, IN 47802

&PARTNERS logo

&PARTNERS

Enterprise

Total advisors

556

Across 189 offices

Clients per advisor

97 High

Avg AUM per client

$384,909 Typical

HNW client ratio

22% Typical

About

Michael Hambrock is a financial advisor at &Partners with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing during his career. Outside of his advisory role, he teaches tennis at the Terre Haute Tennis and Pickleball Club. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and periodic reviews.

Client services

Based on &PARTNERS

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction

Expertise

Based on &PARTNERS

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy

Occupation focus

Based on &PARTNERS

Founder/Business Owner Executive Retired

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Fee options

Fixed

Negotiable fixed fees for financial planning and estate, trust, and family office administration consulting.

Commissions

Commissions assessed on certain transaction fees in addition to advisory fees.

Project-based

Hourly consulting fees as agreed with client, billed monthly.

Subscriptions

Subscription fees may be charged for services like research reports (e.g., $500/month).

Other

Fee-only: Negotiable fixed fees for advisory services and financial planning as agreed with client.

Location

See office

Terre Haute, IN

4600 South Springhill Junction Street

Terre Haute IN 47802

Advisors at this office

4

Most active in

Indiana

Work history

40 years of industry experience

&Partners, LLC

2024 - Present • 2 years

Nashville, TN

Wells Fargo Advisors

2022 - 2024 • 2 years

Terre Haute, IN

Wells Fargo Clearing

2016 - 2022 • 6 years

Terre Haute, IN

WELLS FARGO ADVISORS LLC

2009 - 2016 • 7 years

Terre Haute, IN

A. G. Edwards & Sons, Inc.

2001 - 2008 • 7 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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Donald E

CFA®

Terre Hute, IN

Wabash Capital, Inc.

Donald Edwards is a CFA® charterholder with 27 years of industry experience, currently serving at Wabash Capital, Inc. since 1997. He is based in Terre Haute, IN, and is part of a four-advisor team. Wabash Capital provides discretionary investment management to a diverse client base including individuals, trusts, corporations, pensions, 401(k) plans, and foundations/endowments. The firm employs a top-down, fundamental research process to build risk-based, diversified portfolios with an emphasis on low turnover and tactical adjustments guided by market valuation metrics such as the cyclically-adjusted price-earnings (CAPE) ratio.

Wealth management Passive / index investing Active portfolio management
user avatar

John C

Series 63, Series 65, Series 66

Terre Haute, IN

Spyglass Investment Management

John Cristee is a financial advisor at Spyglass Investment Management in Terre Haute, IN, with 26 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Spyglass since 2000. Spyglass Investment Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm employs an asset-allocation approach using a range of investment products and maintains a focus on municipal securities to serve tax-exempt clients.

College savings (529s, UTMA, etc.) General retirement planning
user avatar

Jon B

Series 65

Terre Haute, IN

Spyglass Investment Management

Jon Beardsley is a financial advisor at Spyglass Investment Management in Terre Haute, IN, with 25 years of industry experience. He has been with Spyglass since 2000 and holds a Series 65 designation. Spyglass Investment Management provides personalized financial planning and portfolio management to individual clients, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm serves both high-net-worth and non-HNW clients, with an investment approach emphasizing asset allocation through no-load mutual funds, equities, fixed income, ETFs, and municipal securities.

College savings (529s, UTMA, etc.) General retirement planning
user avatar

Brock O

Series 65

Terre Haute, IN

Spyglass Investment Management

Brock Oxford is a financial advisor at Spyglass Investment Management with a Series 65 credential and three years of industry experience. His prior work includes roles at State Farm Insurance and ownership of Spring Clean Car Wash. Spyglass Investment Management provides personalized financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm serves both high-net-worth and non-HNW clients, focusing on asset allocation and using a range of investment vehicles including mutual funds, equities, fixed income, ETFs, and municipal securities.

College savings (529s, UTMA, etc.) General retirement planning
user avatar

Gene G

CFP®, Series 63

Terre Haute, IN

Creative Financial Designs, Inc.

Gene Griffin is a CFP® with 31 years of industry experience, currently serving as an advisor at Creative Financial Designs, Inc. in Terre Haute, IN. He has been with the firm since 2001 and also has a long tenure with Capital Planning Systems dating back to 1987. Outside of his advisory role, Griffin is chairman of the board for Shepherds of Griffin Bike Park, Inc., a nonprofit organization. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations and offers a range of strategies, including Biblical Responsible Investing, supported by research from major financial institutions.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Logan V

Series 63, Series 65

Terre Haute, IN

Empower Advisory Group

Logan Van Reed is a financial advisor with Empower Advisory Group holding Series 63 and Series 65 licenses and 11 years of industry experience. He has held previous roles at GWFS Equities, Inc., First Financial Bank, ADP Broker-Dealer, Inc., Fifth Third Securities, Inc., and Citigroup Global Markets. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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