RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
K••••••• A•• H•••••
- Title
- Wealth Advisorreportedallodium.comfirm site, Sep 16, 2026
- Designations
- CFP, AIFreportedallodium.comas printed on the bio page, Sep 17, 2026
- Partner or owner
- “Kim became a shareholder in the firm in 2026.”reportedallodium.comthe sentence on the bio page
- Professional profile
- allodium.com/about/kimberly-hamlin.htmlreportedallodium.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- A••••••• I••••••••• C••••••••• L•• independent RIA currentsince Dec 13, 2024 · Minneapolis, Mn
- C••••• I••••••••• A••••••• L•• BD affiliatedJun 29, 2023 to Jan 17, 2024 · St Louis Park, Mn
- C••••• A•••••• N••••••• L•• formerJun 9, 2021 to Jun 29, 2023 · St Louis Park, Mn
- V••• F•••••••• A•••••••• I••• BD affiliatedJan 6, 2021 to Jun 9, 2021 · Minneapolis, Mn
- J• W• C••• A•••••••• I••• BD affiliatedJan 13, 2020 to Nov 24, 2020 · Tampa, Fl
- F•• W••••• M••••••••• L•• BD affiliatedDec 5, 2018 to Dec 31, 2019 · West Des Moines, Ia
- F•• I••••••••• M••••••••• S•••••••• I••• formerOct 6, 2017 to Dec 6, 2018 · West Des Moines, Ia
- C••••• I••••••••• A••••••• L•• to A••••••• I••••••••• C••••••••• L••left Jan 17, 2024, registered Dec 13, 2024 (331 days) · Affiliated broker-dealer or bank to independent RIA
- C••••• A•••••• N••••••• L•• to C••••• I••••••••• A••••••• L••left Jun 29, 2023, registered Jun 29, 2023 (0 days) · corporate re-registration, not a move
- V••• F•••••••• A•••••••• I••• to C••••• A•••••• N••••••• L••left Jun 9, 2021, registered Jun 9, 2021 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
- J• W• C••• A•••••••• I••• to V••• F•••••••• A•••••••• I•••left Nov 24, 2020, registered Jan 6, 2021 (43 days) · RIA to affiliated broker-dealer or bank
- F•• W••••• M••••••••• L•• to J• W• C••• A•••••••• I•••left Dec 31, 2019, registered Jan 13, 2020 (13 days) · Other
- F•• I••••••••• M••••••••• S•••••••• I••• to F•• W••••• M••••••••• L••left Dec 6, 2018, registered Dec 5, 2018 (-1 days) · channel change inside one enterprise, not a move
- K••••••• A•• H••••• left C••••• I••••••••• A••••••• L•• for A••••••• I••••••••• C••••••••• L•• (registered 2024-12-13)Jan 17, 2024 · a•••••• firm change · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address