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David Kristian Hansen

Advisor at Lincoln Investment — Brownsville, OR

Updated today

Credentials

Series 63, Series 65

Experience

42 years

Location

Brownsville, OR

Lincoln Investment logo

Lincoln Investment

Enterprise

Total advisors

333

Across 305 offices

Clients per advisor

415 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, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He worked previously at Legend Equities Corporation for 14 years before joining Lincoln Investment in 2017. Outside of his advisory role, Hansen serves as a city councilor for Brownsville, OR, and is a board member of the Church of the Firstborn, Willamette Valley. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs utilizing both in-house and third-party strategies overseen by an Investment Management & Research team.

Client services

Based on Lincoln Investment

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Lincoln Investment

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance

Occupation focus

Based on Lincoln Investment

Educators, Teachers, and Academics Self-Employed Executive

Demographic focus

Based on Lincoln Investment

Retired Mid-Career Professionals

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Fee options

Fixed

Flat fees for financial planning and consulting services, negotiable and disclosed in Planning Services Agreement

Percentage

$0 - $500,000: Wealth Solutions Platform Fee 0.15%; Workplace Retirement Solutions Platform Fee 0.24% $500,000.01 - $1,000,000: Wealth Solutions Platform Fee 0.12%; Workplace Retirement Solutions Platform Fee 0.21% $1,000,000.01 - $2,000,000: Wealth Solutions Platform Fee 0.10%; Workplace Retirement Solutions Platform Fee 0.19% $2,000,000.01 - $5,000,000: Wealth Solutions Platform Fee 0.08%; Workplace Retirement Solutions Platform Fee 0.17% $5,000,000.01 - $10,000,000: Wealth Solutions Platform Fee 0.06%; Workplace Retirement Solutions Platform Fee 0.15% $10,000,000.01 - $20,000,000: Wealth Solutions Platform Fee 0.04%; Workplace Retirement Solutions Platform Fee 0.15% $20,000,000.01 - $35,000,000: Wealth Solutions Platform Fee 0.03%; Workplace Retirement Solutions Platform Fee 0.15% Over $35,000,000+: Wealth Solutions Platform Fee 0.02%; Workplace Retirement Solutions Platform Fee 0.15%

Commissions

Brokerage and insurance commissions and fees; additional compensation from third-party sales and marketing support; fees and commissions outside advisory services

Project-based

Hourly fees for financial planning services, negotiable and disclosed in Planning Services Agreement

Other

Fee-only: Financial planning fees charged on an hourly or flat fee basis, negotiable per agreement

Location

See office

Brownsville, OR

Brownsville OR

Advisors at this office

1

Most active in

Oregon

Work history

42 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 65, Series 63

Corvallis, OR

Clarity Wealth Development, LLC

Alena Zaffery is a financial advisor at Clarity Wealth Development, LLC in Corvallis, OR, holding Series 65 and Series 63 designations with one year of industry experience. Her prior roles include positions at Northwestern Mutual and KDFG & Associates LLC. Outside of finance, she has worked in the brewing industry with Block 15 Brewing. Clarity Wealth Development is a five-advisor firm serving individuals and families, including high-net-worth clients, through comprehensive financial planning and discretionary portfolio management. The firm applies Modern Portfolio Theory and model-based allocations tailored to client risk profiles and personal values, utilizing a diversified mix of equities, fixed income, mutual funds, ETFs, and alternative investments.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Private / alternative investments
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Michelle O

Series 65

Corvallis, OR

Clarity Wealth Development, LLC

Michelle Onaka is a financial advisor at Clarity Wealth Development, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Nectarine and Clarity Wealth Development since 2023. Outside of her advisory role, she is the founder of Intentional Money Life, a financial education and coaching business based in Corvallis, Oregon. Clarity Wealth Development, LLC manages approximately $170 million for around 235 individual, high-net-worth households and small business clients. The firm provides comprehensive financial planning and discretionary portfolio management using diversified, long-term strategies primarily based on Modern Portfolio Theory.

General retirement planning General tax planning College savings (529s, UTMA, etc.) 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 with one year of industry experience. He holds a Series 65 designation and previously worked with Catholic Charities SF, the Pontifical North American College, and the Bethlehem University Foundation. Clarity Wealth Development manages approximately $170 million for individual, high-net-worth households and small businesses, offering comprehensive financial planning and discretionary portfolio management. The firm employs Modern Portfolio Theory with diversified mutual fund and ETF strategies, providing multiple engagement structures and maintaining a fee-only policy.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Private / alternative investments
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Kay C

CFP®, Series 63, Series 65

Corvallis, OR

Clarity Wealth Development, LLC

Kay Cole is a Certified Financial Planner® with 15 years of experience, currently serving at Clarity Wealth Development, LLC since 2010. She holds Series 63 and Series 65 licenses and works in Corvallis, Oregon. Outside of her advisory role, she is involved with Clarity Properties, LLC, a non-investment-related real estate business. Clarity Wealth Development, LLC manages approximately $170 million for around 235 high-net-worth households and small business clients, offering comprehensive financial planning and discretionary portfolio management. The firm employs Modern Portfolio Theory with diversified portfolios primarily composed of mutual funds and ETFs, providing multiple engagement structures and maintaining a fee-only policy.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Private / alternative investments
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