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David Kristian Hansen

Advisor at Lincoln Investment — Brownsville, OR

Updated today

Credentials

Series 63, Series 65

Experience

43 years

Location

Brownsville, OR

Lincoln Investment logo

Lincoln Investment

Enterprise

Total advisors

355

Across 314 offices

Clients per advisor

389 Very High

Avg AUM per client

$157,266 Very Low

HNW client ratio

3% Low

About

David Hansen is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He previously worked at Legend Equities Corporation for 14 years before joining Lincoln Investment in 2017. Hansen sells fixed annuities through a sole proprietorship and serves as a board member for the Church of the Firstborn, Willamette Valley, as well as a city councilor for Brownsville, Oregon. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team and a layered delivery model involving independent advisors and sub-advisers.

Client services

Based on Lincoln Investment

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Lincoln Investment

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy

Occupation focus

Based on Lincoln Investment

Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed

Demographic focus

Based on Lincoln Investment

Mid-Career Professionals Retired

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Fee options

Fixed

Financial planning and periodic investment consulting may be charged on a flat fee basis

Percentage

$0 - $500,000: 0.15% to 0.24% (Platform Fee varies by program and account type) $500,000.01 - $1,000,000: 0.12% to 0.21% (Platform Fee varies by program and account type) $1,000,000.01 - $2,000,000: 0.10% to 0.19% (Platform Fee varies by program and account type) $2,000,000.01 - $5,000,000: 0.08% to 0.17% (Platform Fee varies by program and account type) $5,000,000.01 - $10,000,000: 0.06% to 0.15% (Platform Fee varies by program and account type) $10,000,000.01 - $20,000,000: 0.04% to 0.15% (Platform Fee varies by program and account type) $20,000,000.01 - $35,000,000: 0.03% to 0.15% (Platform Fee varies by program and account type) $35,000,000.01+: 0.02% to 0.15% (Platform Fee varies by program and account type)

Commissions

As broker-dealer, Lincoln Investment also receives brokerage commissions on securities transactions and insurance products

Project-based

Financial planning and periodic investment consulting may be charged on an hourly basis

Other

Fee-only: Financial planning services generally on a flat fee or hourly fee basis; fees negotiable and vary by Advisor and services

Location

See office

Brownsville, OR

Brownsville OR

Advisors at this office

1

Most active in

Oregon

Work history

43 years of industry experience

Lincoln Investment

2017 - Present • 9 years

Brownsville, OR

Legend Equities Corporation

2003 - 2017 • 14 years

Palm Beach Gardens, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Andrea J Y

Series 66

Sweet Home, OR

Edward Jones

Andrea Yoder is a financial advisor at Edward Jones with one year of industry experience. She previously worked at Stacey D Mealer, Attorney, for four years and was also affiliated with Edward Jones from 2016 to 2024. Andrea holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separate managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Kim H

CFP®

Corvallis, OR

Clarity Wealth Development, LLC

Financial life planning is about more than saving and investing. It is about making decisions that get you the most of what you value out of life. I work with clients to identify value driven goals, evaluate trade-offs, and make well-informed decisions. My passion is helping clients optimize their resources to enable a rich and purposeful life. I joined Clarity Wealth Development in 2017, bringing with me 10 years of experience in applied economic research and education. I was drawn to personal financial planning because I knew that the tools I was developing in my academic research could also directly impact individuals and families in meaningful ways. With family spread across the world, I developed an interest in global financial planning and specialize in US-Australia cross-border planning. I have a Ph.D. in Applied Economics, hold a designation in Global Financial Planning and am a Registered Life Planner. I love being a part of the Corvallis community, where I live with my husband, two daughters and geriatric dog. In my spare time I like to keep active enjoying the many amenities and adventures our town provides, serving our community, and traveling to far-off destinations (often to visit family and friends).

General retirement planning Christian Faith Based Established Professionals Gen X (Born 1965-1980)
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Alena Z

Series 63, Series 65

Corvallis, OR

Clarity Wealth Development, LLC

Alena Zaffery is a financial advisor at Clarity Wealth Development, LLC with Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include work at Northwestern Mutual Wealth Management Company, KDFG & Associates LLC, and Keith Dragoo. Before entering the financial industry, she had diverse work experience including positions at Block 15 Brewing and Portland Japanese Gardens. Clarity Wealth Development serves individuals and families with comprehensive financial planning and discretionary investment management, working with both non-high-net-worth and high-net-worth clients. The firm employs a long-term investment approach based on Modern Portfolio Theory and offers access to alternative and private-market investments within a fee-only framework.

General retirement planning Cash flow / budgeting Private / alternative investments
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Michelle O

Series 65

Corvallis, OR

Clarity Wealth Development, LLC

Michelle Onaka is a Series 65-licensed financial advisor with Clarity Wealth Development, LLC in Corvallis, OR, and has two years of industry experience. She is the founder of Intentional Money Life, a financial education and coaching business. Clarity Wealth Development serves individuals and families with comprehensive financial planning and discretionary investment management, including both non-high-net-worth and high-net-worth clients. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, offering portfolios that may include individual equities, fixed income, mutual funds, ETFs, and alternative investments such as private equity and private credit.

General retirement planning Cash flow / budgeting Private / alternative investments
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Shane L

Series 65

Corvallis, OR

Clarity Wealth Development, LLC

Shane Littleton is a financial advisor at Clarity Wealth Development, LLC in Corvallis, OR, holding a Series 65 designation with one year of industry experience. Prior to joining Clarity Wealth Development, he worked for Catholic Charities SF and has experience with nonprofit organizations such as the Pontifical North American College and Bethlehem University Foundation. Clarity Wealth Development serves individuals and families with comprehensive financial planning and discretionary investment management, offering both ongoing advisory services and one-time planning engagements. The firm uses Modern Portfolio Theory and a long-term investment approach, incorporating a range of asset classes including individual equities, fixed income, mutual funds, ETFs, and alternative investments.

General retirement planning Cash flow / budgeting Private / alternative investments
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Kay C

CFP®, Series 63, Series 65

Corvallis, OR

Clarity Wealth Development, LLC

Kay Cole is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Clarity Wealth Development, LLC since 2010. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is involved with Clarity Properties, LLC, a separate real estate business. Clarity Wealth Development, a team of five advisors, provides comprehensive financial planning and discretionary investment management to both non-high-net-worth and high-net-worth individuals and families. The firm utilizes Modern Portfolio Theory and a long-term investment approach, offering portfolios that may include equities, fixed income, mutual funds, ETFs, and alternative investments such as private equity and private credit.

General retirement planning Cash flow / budgeting Private / alternative investments
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