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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-10-2019
- Office Locations
- 1
Office Locations
About Storybook Financial
Storybook Financial is a Coralville, IA-based advisory firm focused on healthcare professionals and their families, serving clients nationwide through a strong virtual planning model. It delivers comprehensive financial planning, including investment planning and portfolio construction, with an ETF- and mutual-fund-oriented approach. The firm invests heavily in planning technology (e.g., RightCapital). Unique: a social enterprise that gives back to the cystic fibrosis community.
Team overview
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Accredited Investors
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KADE JOSEPH HAMMES
Chief Compliance Officer, Financial Planner, FOUNDER, Owner
- CRD
- #6500353
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $443,886 | -- |
| Non-Discretionary | $0 | -- |
| Total | $443,886 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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