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Mark H

Series 63, Series 65

San Jose, CA

OSAIC

Mark Hansen is a financial advisor with OSAIC in San Jose, CA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has previously worked at Securities America Advisors, Inc., KMS Financial Services, Inc., and National Planning Corporation. Hansen joined OSAIC in 2024. OSAIC serves a diverse client base including retail and institutional investors such as high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Eric H

CFP®, Series 66

San Jose, CA

OSAIC

Eric Hansen is a CFP® with 17 years of experience in the financial services industry. He is currently affiliated with OSAIC and has held prior roles at Securities America Advisors, KMS Financial Services, and National Planning Corporation. Hansen operates an advisory business under Hansen Wealth Management in addition to providing fixed and life insurance solutions. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across multiple asset classes, offering both discretionary and non-discretionary management options through a complex, multi-platform structure supported by third-party services.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Blair H

Series 63, Series 65

San Jose, CA

OSAIC

Blair Hansen is a financial advisor at OSAIC with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at National Planning Corp, KMS Financial Services, and Securities America. Hansen is also involved as an insurance agent through Hansen Wealth Management. OSAIC serves a diverse mix of retail and institutional clients, providing integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various portfolio construction tools and offers both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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