Hummert Financial
Business hours
| Monday | 9:00am to 5:00pm |
| Tuesday | 9:00am to 5:00pm |
| Wednesday | 9:00am to 5:00pm |
| Thursday | 9:00am to 5:00pm |
| Friday | 9:00am to 5:00pm |
| Saturday | - |
| Sunday | - |
About us
At Hummert Financial, we help individuals and families achieve greater financial clarity, confidence, and direction through thoughtful, well-structured planning. Led by Dan Hummert, a CERTIFIED FINANCIAL PLANNER® practitioner, and backed by the strength of LPL Financial, our firm specializes in retirement income strategies, tax-aware investment planning, and comprehensive financial guidance.
Our approach is rooted in personalized planning, education, and collaboration—empowering our clients to make informed decisions at every stage of life. Whether you're building wealth, preparing for retirement, or navigating the complexities of income distribution in retirement, we offer fiduciary advice in advisory relationships tailored to help you move forward with purpose and peace of mind.
📍 Based in St. Louis, MO, we proudly serve clients locally and virtually.
Let’s Plan What’s Next—Together
| Payment options | American Express, Cash, Check, Discover, Invoice, MasterCard, Visa |
| Year established | 2024 |
| Associations | LPL Financial |
| Languages | English |
| Tags | Financial Planning Professional, Independent Advisor, Retirement Income Strategist, Tax-Aware Investment Strategist, Student Debt & Loan Advisor, CERTIFIED FINANCIAL PLANNER® practitioner, Certified Financial Fiduciary |
| Brands | LPL Financial, Cornerstone Wealth Management, Hummert Financial |
| Services | Retirement Income Planning, Investment Management, Tax-Efficient Retirement Strategies, Social Security Optimization, Student Debt Strategy & Loan Guidance, Holistic Financial Planning, Estate & Legacy Planning Guidance, Real Estate Investment Education, 401(k) Rollover & Transition Support, Customized Financial Roadmaps, Diversified Portfolio Construction, Fixed Income & Dividend Strategy, Real Estate ROI Analysis, Risk Management & Mitigation Planning, Health Care Cost Planning for Retirees, Bucket Strategy for Retirement Income, Roth IRA & Traditional IRA Review, Retirement Relocation Tax Strategy, Employer Benefits & Retirement Plan Review, Charitable Giving & Tax Planning |