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Gavin Hansen

Advisor at Ameriprise — Muskegon, MI

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Muskegon, MI 49440-1182

Ameriprise logo

Ameriprise

Institution

Total advisors

12,773

Across 4,086 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Gavin Hansen is a financial advisor with Ameriprise in Muskegon, MI, holding a Series 66 designation. He joined Ameriprise in 2026 and has prior experience working in various roles across multiple industries, including Eagle Alloy Inc. and Walmart. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Muskegon, MI

700 Terrace Point Dr., Ste. 300

Muskegon MI 49440-1182

Advisors at this office

2

Most active in

Michigan · Texas

Work history

< 1 year of industry experience

Ameriprise

2026 - Present • 1 year

Muskegon, MI

eagle alloy inc

2022 - 2026 • 4 years

Muskegon, MI

walmart

2022 - 2022 • 1 year

Muskegon, MI

wesco

2022 - 2022 • 1 year

Muskegon, MI

dog star ranch

2021 - 2021 • 1 year

Muskegon, MI

frosty oasis

2020 - 2022 • 2 years

Muskegon, MI

muskegon area district library

2019 - 2020 • 1 year

Muskegon, MI

Monashores Highschool

2017 - 2021 • 4 years

Muskegon, MI

mona shores middle school

2015 - 2017 • 2 years

Muskegon, MI

Disclosures

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

Business activities & affiliations

user avatar

Adam L

Series 66

Spring Lake, MI

SkySail Wealth Management LLC

Adam Laakko is a financial advisor at SkySail Wealth Management LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at MetLife Securities Inc, Massachusetts Mutual Life Insurance Company, and MassMutual MidMichigan. Laakko also maintains a registered representative role to service clients with variable annuities, mutual funds, 529 plans, and brokerage accounts. SkySail Wealth Management provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients, using a variety of analytical methods and implementing both long- and short-term trading strategies. The firm requires clients to custody assets at Schwab Institutional and offers participant account management through a third-party platform.

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities
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Steffanie O

Series 65

Spring Lake, MI

First Dollar Saved LLC

Steffanie Osborn is a financial advisor at First Dollar Saved LLC with three years of industry experience. She holds a Series 65 designation and has worked at First Dollar Saved since 2023. The firm provides fee-only financial planning and investment advisory services primarily to individual investors early in their careers or new to investing. First Dollar Saved emphasizes passive, low-cost index funds and ETFs, offering a la carte services that include written investment plans, retirement plan reviews, and brief consultative sessions, while guiding clients through implementation without taking custody of assets.

College savings (529s, UTMA, etc.) Cash flow / budgeting Debt management General retirement planning Passive / index investing Young Professionals
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Marc L

Series 63, Series 66

Grand Haven, MI

MSDR Partners, LLC

Marc Livernois is a financial advisor with MSDR Partners, LLC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Prior to joining MSDR Partners in 2025, he worked at Epic Trust Investment Advisors, LLC for five years and CUNA Brokerage Services, Inc. for another five years. MSDR Partners is a solo independent registered investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm provides discretionary portfolio management, financial planning, and a range of ERISA and qualified retirement plan services, with a notable focus on pension consulting and formal ERISA fiduciary work.

Income planning Social Security optimization General retirement planning Retirement withdrawal strategies Equity compensation tax strategy
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Michael P

Series 63, Series 65

Muskegon, MI

Braeburn Wealth Management, LLC

Michael Poland is a financial advisor at Braeburn Wealth Management, LLC in Muskegon, MI, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Braeburn Wealth Management since 2011. Poland is also an independently licensed insurance representative for life and annuity products. Braeburn Wealth Management provides fee-based investment management, financial planning, and consultation to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a client-driven discovery process and offers several in-house model strategies, emphasizing equities and incorporating client education through newsletters and workshops.

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
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Michael M

Series 65

Muskegon, MI

LFN Advisors Inc.

Michael Markey Jr. is a financial advisor at LFN Advisors Inc. in Muskegon, MI, holding a Series 65 license with 15 years of industry experience. He has been with LFN Advisors since 2013 and is co-founder of Oeconomous, a firm focused on transition planning for advisors. Markey also manages a radio show through Legacy Media Company, LLC. LFN Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing financial planning and both discretionary and non-discretionary portfolio management. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop individualized investment strategies and conducts at least quarterly account reviews.

General retirement planning Income planning
user avatar

Melissa M

CFP®, Series 66

Grand Haven, MI

MMG Wealth Management

Melissa Myers is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with MMG Wealth Management in Grand Haven, MI, and previously worked at Bayou Financial Planning, Women’s Wealth Boutique, and LPL Financial. Outside her advisory role, she is involved in education and lifestyle coaching through her business Sunkissed and Blessed, LLC. MMG Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm provides discretionary investment management and financial planning using a combination of passive and active strategies grounded in modern portfolio theory.

Wealth management Passive / index investing Active portfolio management Business ownership considerations Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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