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.
The firm provides investment advisory and financial planning services to a mix of individual clients (including high-net-worth households), corporate and other business entities, and employer plan sponsors; it also states it works with investment company clients and offers selection of third‑party advisers on a co‑adviser basis. Services described in the brochure include individualized portfolio management (with planning and consulting), retirement plan consulting, and assistance implementing recommendations such as insurance products. Its investment approach is a top‑down, tactical asset allocation process that combines momentum and risk‑parity elements in a proprietary quantitative model and emphasizes exchange‑traded funds across fixed income, multi‑asset and higher‑beta momentum components. Portfolios are constructed to fixed risk‑profile ratios, rebalanced monthly, and the firm uses co‑adviser arrangements when recommending third‑party managers while also sponsoring a wrap fee program. Noteworthy distinctions from many peers include disclosed affiliations with another investment adviser entity and past involvement as a fund general partner, sponsorship of a wrap fee program, and licensed insurance activity that can generate commissions on product recommendations. The brochure also discloses a 2023 SEC settlement (a $50,000 payment) related to hypothetical performance advertising and the firm’s prior use of advertised performance results, matters that are uncommon among similarly sized supported firms.
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.
Name |
Location |
Years of experience |
|---|---|---|
Elk Grove, CA
| 15
| |
Englewood, CO
| 3
| |
Roseville, CA
| 34
| |
Roseville, CA
| 11
|
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