Raymond E Hansen
Advisor at Bison Wealth, LLC — West Des Moines, IA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
22 years
Location
West Des Moines, IA 50266
Bison Wealth, LLC
Multi-team
Clients per advisor
140 Very HighAvg AUM per client
$296,894 Very LowHNW client ratio
69% Very HighRaymond Hansen is a financial advisor with Bison Wealth, LLC, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior firms include IFP Securities, LLC, Fuerza Financial Inc., Kidder Advisors, Independent Financial Partners, LPL Financial, and Principal Financial Services. Hansen is also an independent insurance agent authorized to sell various insurance products in Iowa. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, curated model portfolios, access to third-party managers, and ERISA retirement plan services. The firm’s investment approach focuses on outcome-driven, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies, incorporating alternatives and options-based strategies.
Based on Bison Wealth, LLC
Based on Bison Wealth, LLC
Financial planning fees can be fixed fees.
Up to 2.0% annually (negotiable)
Financial planning fees may be charged on an hourly basis.
Fee-only: Advisory fee up to 2.0% annually based on account value; fee is negotiable and can be fixed or tiered.
West Des Moines, IA
1245 Jordan Creek Pkwy, Suite 170
West Des Moines IA 50266
Advisors at this office
2
Iowa · Texas
22 years of industry experience
Bison Wealth, LLC
2023 - Present • 3 years
Atlanta, GA
IFP Securities, LLC
2019 - 2023 • 4 years
Tampa, FL
Fuerza Financial Inc. dba the Kidder Company
2018 - 2023 • 5 years
Clive, IA
Kidder Advisors Inc
2018 - 2023 • 5 years
Clive, IA
Kidder Benefits Consultants LLC
2013 - 2018 • 5 years
Clive, IA
Independent Financial Partners
2011 - 2023 • 12 years
Tampa, FL
LPL Financial
2011 - 2019 • 8 years
West Des Moines, IA
Kidder Advisors LLC
2011 - 2018 • 7 years
Clive, IA
Principal Financial Services
2009 - 2012 • 3 years
IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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