user avatar

Steven Hansen

Advisor at Cetera

Updated today

Location

Pine River, MN 56474

Credentials

CFP®, ChFC®, Series 63

Industry experience

31 years

About

Steven Hansen is a CFP® and ChFC® with 31 years of industry experience. He is currently a financial planner at Cetera and its affiliated entities, having previously worked with Avantax and Marcusen Clayton, P.C. Hansen serves as a board member and officer of the Pine River Area Foundation. Cetera Investment Advisers supports a broad client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services with a diverse mix of advisor-managed accounts and third-party managed solutions.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

227 Barclay Ave.

Pine River, MN 56474

Most active in

Minnesota · Texas

Work history

Cetera Wealth Services, LLC

2025 - Present (1 year)

Cetera

2025 - Present (1 year)

TruPlan Financial Advisors

2025 - Present (1 year)

MRK Financial Solutions

2023 - Present (3 years)

Avantax Insurance Agency LLC

2014 - 2025 (11 years)

Avantax Investment Services, Inc.

2013 - 2025 (12 years)

Avantax Advisory services

2013 - 2025 (12 years)

Marcusen Clayton, P.C.

2013 - 2021 (8 years)

Marcusen Clayton, P.C.

2013 - 2021 (8 years)

Disclosures

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

Business activities & affiliations

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Diane R

Series 63

Pequot Lakes, MN

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Diane Rook Johnson is a financial advisor with Independent Financial Group, LLC, holding a Series 63 license and bringing 29 years of industry experience. She has been with Independent Financial Group since 2014 and has a long tenure with Western Fraternal Life dating back to 1983. Outside of her advisory work, she is involved in farming and beekeeping as a 50% owner and holds ownership interests in rental properties. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, utilizing a variety of advisory programs and third-party asset managers through its national network of Investment Adviser Representatives.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Gail B

Series 63, Series 65

Cape Coral, FL

Robert Baird & Co.

Gail Bivens Rose is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has been with Robert W. Baird & Co. since 2010. Outside of her advisory role, she serves on the board and investment finance committee of Sunrise Retirement Community. Robert W. Baird & Co.’s DDK Group provides tailored wealth management services to individuals, families, pensions, corporations, and institutional clients, offering a range of portfolio management and consulting solutions that include traditional and complex investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Michael J

Series 63, Series 65

Pequot Lakes, MN

Morgan Stanley

Michael Junker is a financial advisor with Morgan Stanley in Pequot Lakes, MN, holding Series 63 and Series 65 designations and has 36 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015, respectively, and previously at Citigroup Global Markets beginning in 1994. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary market modeling in its advisory process.

General estate planning guidance

Bruce M

Series 66

Pequot Lakes, MN

Edward Jones

Bruce Meade is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Outside of advising, he is a member of SKYE HOLDINGS LLC, a company involved in recreational and agricultural real estate investment in Pine River, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

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

Kysa C

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Pequot Lakes, MN

Edward Jones

Kysa Corbett is a financial advisor at Edward Jones with over 23 years of industry experience, including a long tenure at Wells Fargo. She holds a Series 66 designation and has been with Edward Jones since 2024. Outside of her advisory work, she volunteers as a speech judge at high school tournaments in Pequot Lakes, Minnesota. Edward Jones serves a broad client base including individual and institutional investors, offering a range of wealth management services through a large network of advisors and offices. The firm provides both discretionary and non-discretionary investment solutions and operates under a fiduciary standard.

Business ownership considerations Business succession planning Active portfolio management Founder/Business Owner Intergenerational Families Values-based investing Religious/faith focused
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Jacob L

Series 66

Pequot Lakes, MN

Equitable Advisors

Jacob Lewis is a financial advisor with Equitable Advisors in Pequot Lakes, MN. He holds a Series 66 designation and has 15 years of industry experience, including over a decade at Equitable Advisors and Axa Advisors. Outside of his advisory work, he is co-owner of Lewis Family Holdings LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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