A complete list of active advisors currently associated with Hansen & Associates Financial Group Inc.

Warmer can help you find a great advisor at Hansen & Associates Financial Group Inc. or one who fits your needs even better.

Hansen & Associates Financial Group provides investment advisory and financial planning to individuals (including high‑net‑worth and non‑HNW clients), employer retirement plans, corporations and other entities, managing about $202 million in discretionary assets for roughly 536 client accounts. Its services include comprehensive and consulting financial plans, individualized portfolio management (primarily using ETFs and other marketable securities), retirement plan consulting, and a wrap‑fee program along with arrangements to recommend third‑party advisers on a co‑adviser basis. The firm uses a quantitative, tactical asset allocation process that combines momentum and risk‑parity signals in a proprietary algorithm to select and weight ETFs and select equities, with monthly reallocation and a stop‑loss mechanism intended to control downside risk. Portfolios are constructed from distinct fixed‑income, multi‑asset and momentum components and are tailored to client risk profiles; the firm also may use bonds, options and other instruments as part of its strategies. Noteworthy distinctions include operating as a wrap fee program sponsor, having an affiliation with another registered investment adviser and engaging in insurance activities through its owner and representatives, and having been the sponsor/general partner of a related fund vehicle that is currently inactive. The firm’s brochure discloses that it published hypothetical performance and other advertised results and that it settled an SEC matter in 2023 relating to hypothetical performance for $50,000, a development the firm says prompted changes to its policies.

To learn more about the advisors currently working at Hansen & Associates Financial Group Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Hansen & Associates Financial Group Inc.'s office locations.

Name	Location	Years of experience
Nickie Dally	Elk Grove, CA	16
Wallace Darling	Englewood, CO	4
Mark Hansen	Roseville, CA	35
David Yelle	Roseville, CA	11

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support