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Steven Paul Hansen

Advisor at Cetera — Pine River, MN

Updated today

Credentials

CFP®, ChFC®, Series 63

Experience

31 years

Location

Pine River, MN 56474

Cetera logo

Cetera

Institution

Total advisors

10,220

Across 5,132 offices

Clients per advisor

78 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Steven Hansen is a CFP® and ChFC® with 31 years of experience in financial planning and advisory services. He is currently affiliated with Cetera and its affiliated entities, having worked previously at Avantax and Marcusen Clayton, P.C. Hansen serves as a board member and officer of the Pine River Area Foundation. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors who provide a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm offers access to multiple program structures and third-party money managers within a multi-manager platform.

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) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Pine River, MN

227 Barclay Ave.

Pine River MN 56474

Advisors at this office

1

Most active in

Minnesota · Texas

Work history

31 years of industry experience

Cetera Wealth Services, LLC

2025 - Present • 1 year

Pine River, MN

Cetera

2025 - Present • 1 year

Schaumburg, IL

TruPlan Financial Advisors

2025 - Present • 1 year

Plymouth, MN

MRK Financial Solutions

2023 - 2026 • 3 years

Pine River, MN

Avantax Insurance Agency LLc

2014 - 2025 • 11 years

Pine River, TX

Avantax Advisory services

2013 - 2025 • 12 years

Pine River, MN

Avantax Investment Services, INC.

2013 - 2025 • 12 years

Pine River, MN

Marcusen Clayton, P.C.

2013 - 2021 • 8 years

Pine River, TX

Marcusen Clayton, P.C.

2013 - 2021 • 8 years

Pine River, MN

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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Kimberly B

Series 63, Series 65

Pequot Lakes, MN

Empower Advisory Group

Kimberly Brown is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of advising, she has participated as a crew member for public and private charter boat lake tours with Breezy Belle Cruises Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Diane R

Series 63

Pequot Lakes, MN

Independent Financial Group, LLC

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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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
user avatar

Robert L

Series 66

Pequot Lakes, MN

Thrivent Investment Management

Robert Lindell is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Pine Island, MN. He has 15 years of industry experience and has worked with Thrivent Financial for Lutherans since 2010. Outside of his advisory role, he is a partner in Cabinets by Lindell, a kitchen and bath design and sales business, and co-owns Lindell Brothers Farm. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary management. Their services include broad financial topics with an option to combine planning with managed accounts under a consolidated billing system.

Business ownership considerations

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

Series 66

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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