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David Y
Series 63, Series 66
Roseville, CA
Hansen & Associates Financial Group Inc.
David Yelle is a financial advisor at Hansen & Associates Financial Group Inc. in Roseville, CA, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has been with Hansen & Associates Financial Group since 2015. Hansen & Associates Financial Group provides individualized asset management, comprehensive financial planning, and retirement plan consulting to individuals, employer plan sponsors, corporations, and other business entities. The firm employs a top-down Tactical Asset Allocation framework that uses a proprietary algorithm incorporating momentum and risk-parity elements, primarily through exchange-traded funds, and manages approximately $225 million in discretionary assets.
Wallace D
Series 65
Englewood, CO
Hansen & Associates Financial Group Inc.
Wallace Darling is a financial advisor at Hansen & Associates Financial Group Inc. with a Series 65 credential and three years of industry experience. He previously managed Darling Wealth Management, LLC and has over a decade of experience with Lakewood Hills Investments, LLC. Outside of his advisory role, Darling is involved in insurance-related activities through Financial Gravity Enhanced Markets, LLC. Hansen & Associates Financial Group provides asset management, financial planning, and retirement consulting services to individuals, businesses, and plan sponsors. The firm uses a Tactical Asset Allocation approach with a proprietary algorithm focused on ETFs, emphasizing risk control and individualized portfolio management.
Nickie D
Series 65
Elk Grove, CA
Hansen & Associates Financial Group Inc.
Nickie Dally is a Series 65-licensed financial advisor with 16 years of industry experience, currently with Hansen & Associates Financial Group Inc. Her background includes roles at Cadger Tax and Financial, Blueprint Investments and Tax Planning, and Virtue Capital Management. She is also the owner of Pacific Crest Financial & Insurance Services and serves as a consultant for National Gold Consultants, focusing on gold and silver sales and marketing. Hansen & Associates Financial Group provides investment advisory and financial planning services to individuals, employer retirement plans, corporations, and other entities, managing approximately $202 million in discretionary assets. The firm employs a quantitative, tactical asset allocation strategy using proprietary algorithms to select and weight ETFs and equities, tailoring portfolios to client risk profiles.
Mark H
CFP®, ChFC®, Series 63
Roseville, CA
Hansen & Associates Financial Group Inc.
Mark Hansen is a CFP® and ChFC® with 34 years of industry experience. He has been with Hansen & Associates Financial Group Inc. since 2013 and has operated his own advisory practice since 2010. Outside of financial advising, he is co-owner of a bakery business with his wife. Hansen & Associates Financial Group provides individualized asset management, comprehensive financial planning, and retirement plan consulting to individuals, employer plan sponsors, corporations, and other business entities. The firm employs a proprietary Tactical Asset Allocation framework that integrates momentum and risk-parity elements, primarily using exchange-traded funds, with portfolios tailored to assigned risk profiles.
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