Financial advisor
Ted Hamstra
Now at Wells Fargo Advisors · Framework Wealth Advisors · Greenwood Village, CO
Registered as TED HAMSTRA
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Framework Wealth Advisors | William Blair | Wells Fargo Advisors | Lateral | August 21, 2026 | $100M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| WELLS FARGO ADVISORS | Investment adviser | August 19, 2026 | Current |
| WELLS FARGO CLEARING SERVICES, LLC | Broker-dealer | August 19, 2026 | Current |
| WILLIAM BLAIR & COMPANY L.L.C. | Investment adviser | July 22, 2021 | September 2, 2026 |
| WILLIAM BLAIR | Broker-dealer | July 21, 2021 | September 2, 2026 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Investment adviser | April 24, 2009 | July 27, 2021 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Broker-dealer | April 24, 2009 | July 27, 2021 |
| CITIGROUP GLOBAL MARKETS INC. | Investment adviser | May 29, 2007 | May 14, 2009 |
| CITIGROUP GLOBAL MARKETS INC. | Broker-dealer | May 29, 2007 | May 14, 2009 |
| CITICORP INVESTMENT SERVICES | Investment adviser | April 19, 2002 | May 29, 2007 |
| CITICORP INVESTMENT SERVICES | Broker-dealer | November 22, 1994 | May 29, 2007 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.