Daniel Hamlet has been an investment adviser representative at Convergence Financial since November 2024, and is not listed among the firm’s executive officers or direct owners. Daniel Hamlet holds a BA from the University of Dallas and an MBA from the University of Dallas.
Convergence Financial, LLC is a Columbia, MO firm with $904M under management, 2,714 clients and 13 advisers across 15 offices, as of its September 2026 filing.
Dan Hamlet started 360 Integrated Financial in 2024, a practice offering investment advice through Convergence Financial, LLC, in Fairmont, Minnesota. He became a financial advisor in 2001 and started his career at Edward Jones, then resumed financial advising in 2017 after military service and other roles, including ROTC college instructor and general manager for an import and distribution company. He remains a Lieutenant Colonel in the Army Reserves.
Daniel Hamlet’s longest registration was 7 years at Edward Jones (2017–2024). Before joining Convergence Financial in 2024, Daniel Hamlet was registered through Edward Jones.
- Convergence FinancialCurrent– present · 1 yearFairmont, MN · Adviser representative · Firm CRD 304146
- Edward Jones– · 7 yearsFairmont, MN · Adviser representative · Firm CRD 250
Professional designations
Listed by Convergence Financial
- Certified Kingdom Advisor (CKA)
Investment adviser representative registrations
Daniel Hamlet is registered as an investment adviser representative in 2 states. Each was approved in November 2024.
- MinnesotaSince 27 November 2024
- TexasSince 27 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 13 July 2017 |
| Series 7 | General Securities Representative Examination | 26 June 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 August 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Daniel Edward Hamlet
- CRD
- 4408819
- Firm
- Convergence Financial · CRD 304146
- Office
- 1017 Highway 15 S., Fairmont, MN 56031
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2010
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- 360integratedfinancial.com
Where does Daniel Hamlet work?
Daniel Hamlet is an investment adviser representative registered through Convergence Financial, LLC since November 2024, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Hamlet a financial advisor?
Yes. Daniel Hamlet has a current investment-adviser registration in Minnesota and Texas, through Convergence Financial since November 2024.
How many years of experience does Daniel Hamlet have?
Daniel Hamlet has 16 years in the financial industry, since April 2010, across 2 adviser firms.
What exams has Daniel Hamlet passed?
Daniel Hamlet has passed 3 licensing exams: the Series 63, Series 7 and Series 66. The earliest, the Series 63, was passed in August 2001. FINRA credited Daniel Hamlet with the SIE, which began in October 2018.
Where is Daniel Hamlet based?
Daniel Hamlet’s registered office is in Fairmont, MN.
Is Daniel Hamlet registered with FINRA?
Yes. Daniel Hamlet has a current broker registration, under CRD 4408819.
Source: FINRA BrokerCheck
How can I verify Daniel Hamlet’s record?
Search CRD 4408819 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Daniel Hamlet’s full registration record.
