Business Details
Your Trusted Partner for Financial Adviser Solutions
First Asset Financial is a full-service investment firm dedicated to helping clients achieve and maintain financial independence. Our team of registered representatives brings extensive experience and a wide range of financial products to support clients in meeting their unique goals. As a member of FINRA and SIPC, we prioritize transparency, client education, and personalized service. We offer access to over 8,000 mutual funds, stocks, bonds, retirement planning tools, and specialized investment vehicles tailored to diverse financial needs. Our commitment to client relationships is reflected in our comprehensive disclosures, educational resources, and support for both individual investors and financial professionals.We empower clients through tools like free annuity reviews, dividend reinvestment programs, and FDIC-insured checking accounts with no annual fees. Our professionals are dedicated to long-term success, providing value-added guidance in investment selection and portfolio management. With a focus on independence and integrity, we serve as a trusted partner for clients navigating complex financial landscapes.
Services
Mutual Funds
Stocks
IRAs
Retirement Plans
Annuities
Bonds
ETFs
HSAs
529 Plans
REITs
Highlights and features
- We offer access to over 8,000 mutual funds and specialized investment vehicles.
- Our representatives provide personalized retirement planning and portfolio management.
- We maintain transparency with comprehensive client disclosures and educational resources.
- Our firm is a member of FINRA and SIPC for regulatory compliance and investor protection.
- We support both individual investors and financial professionals with tailored tools.
Associations and certifications
- FINRA
- SIPC
Services
Mutual Funds
We provide access to over 8,000 mutual funds, allowing clients to diversify portfolios across asset classes and risk profiles. Our offerings include equity, fixed-income, and balanced funds tailored to long-term growth or income strategies. Clients benefit from professional management and competitive fee structures.
Retirement Plans
Our firm specializes in retirement accounts including IRAs, 401(k)s, SEP plans, and 529 college savings plans. We offer rollovers, conversions, and tax-efficient strategies to maximize savings. Services include no-annual-fee self-directed IRAs and business retirement plan administration.
Annuities
We offer free annuity reviews and access to fixed, variable, and equity-indexed annuities. These products provide guaranteed income streams, principal protection, and tax-deferred growth options. Our representatives help clients evaluate suitability based on individual financial goals.
Brokerage Accounts
Clients can open brokerage accounts with no annual inactivity fees and access to stocks, bonds, ETFs, and REITs. We provide online account statements, margin accounts, and professionally managed portfolios through our clearing firm, Hilltop Securities Inc.
HSAs
Our Health Savings Accounts combine tax advantages with investment options for medical expenses. Clients earn interest on deposits and access FDIC-insured checking with free checks. HSAs integrate with high-deductible health plans for long-term healthcare cost management.
People
Bob Hamman
President
Bob Hamman leads First Asset Financial with a focus on empowering clients through independent financial solutions. He oversees strategic direction and ensures adherence to regulatory standards while maintaining client-centric service excellence.
Questions
What investment products does First Asset Financial offer?
We offer mutual funds, stocks, bonds, ETFs, retirement accounts, annuities, HSAs, 529 plans, and REITs. Specific availability depends on your financial advisor's licensing.
Are my investments protected with First Asset Financial?
Yes, we are a member of FINRA and SIPC. Customer accounts are cleared through Hilltop Securities Inc., which is a member of NYSE and SIPC for added protection.
Can I access my brokerage account online?
Clients with accounts serviced by Hilltop Securities Inc. can access their accounts online. Contact your financial advisor for login assistance or form completion.
Do you offer retirement planning services?
Yes, we specialize in retirement solutions including IRAs, 401(k)s, SEP plans, and tax-efficient withdrawal strategies. Our representatives provide personalized retirement income planning.
