Brian Hamel has been an investment adviser representative at RetireMitten Financial since October 2025, and is not listed among the firm’s executive officers or direct owners.
Retiremitten Financial LLC is a Clarkston, MI firm with $214M under management, 217 clients and 4 advisers across 2 offices, as of its September 2026 filing.
Brian Hamel is a Certified Financial Planner and Certified Wealth Strategist on the RetireMitten Financial team. He has over 40 years of experience in the industry and had spent the last 12.5 years at Charles Schwab/Schwab Wealth Advisory, where he worked as a Wealth Advisor. Before that, he spent the majority of his career on the institutional side of the money management business and served in leadership roles.
Brian Hamel’s longest registration was 12 years at Schwab Wealth Advisory, Inc. (2013–2025). Before joining RetireMitten Financial in 2025, Brian Hamel was registered through Schwab Wealth Advisory, Inc.
- Retiremitten Financial LLCCurrent– present · 1 yearCarmel, IN · Adviser representative · Firm CRD 300779
- Schwab Wealth Advisory, Inc.– · 12 yearsIndianapolis, IN · Adviser representative · Firm CRD 159035
Professional designations
Listed by RetireMitten Financial
- CFP®
- CWS
Investment adviser representative registrations
Brian Hamel is registered as an investment adviser representative in 2 states. Each was approved in September 2026.
- IndianaSince 16 September 2026
- TexasSince 16 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 December 2011 |
| Series 7 | General Securities Representative Examination | 31 March 2008 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 28 August 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 August 1987 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 26 February 1986 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Brian Jeffrey Hamel
- CRD
- 1433084
- Firm
- RetireMitten Financial · CRD 300779
- Office
- Carmel, IN
- Registration
- Investment adviser registration
- In the industry since
- November 1991
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- retiremitten.com
Where does Brian Hamel work?
Brian Hamel is an investment adviser representative registered through Retiremitten Financial LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Brian Hamel a financial advisor?
Yes. Brian Hamel has a current investment-adviser registration in Indiana and Texas, through RetireMitten Financial since October 2025.
How many years of experience does Brian Hamel have?
Brian Hamel has 34 years in the financial industry, since November 1991, across 2 adviser firms.
What exams has Brian Hamel passed?
Brian Hamel has passed 5 licensing exams: the Series 6, Series 63, Series 26, Series 7 and Series 66. The earliest, the Series 6, was passed in February 1986. FINRA credited Brian Hamel with the SIE, which began in October 2018.
Where did Brian Hamel work before RetireMitten Financial?
Before RetireMitten Financial, Brian Hamel was registered through Schwab Wealth Advisory, Inc., April 2013 to August 2025.
Where is Brian Hamel based?
Brian Hamel’s registered office is in Carmel, IN.
Is Brian Hamel registered with FINRA?
No. Brian Hamel has no current broker registration.
Is Brian Hamel a CFP?
RetireMitten Financial lists Brian Hamel with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Brian Hamel’s record?
Search CRD 1433084 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Hamel’s full registration record.