Open Range Financial Group, LLC

Kale Hanson is a financial advisor at Open Range Financial Group, LLC with 28 years of industry experience. He holds a Series 63 designation and has been with Open Range Financial Group since 2015. Outside of his advisory role, he is the managing member and owner of V-5 Holdings LLC, a legal entity established to manage his investment advisory practice and related business activities. Open Range Financial Group serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing portfolio management, financial planning, and held-away asset management services. The firm manages approximately $77 million and employs a discretionary investment approach using ETFs, mutual funds, and third-party sub-advisors.

Garret Hanson is a financial advisor at Open Range Financial Group, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Open Range Financial Group since 2016. Outside of his advisory role, Hanson is also involved with Open Range Insurance Group, LLC as an insurance agent. Open Range Financial Group serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing portfolio management, financial planning, and held-away asset management. The firm manages approximately $77 million and uses a combination of discretionary portfolio management, third-party platforms, and an affiliated insurance business as part of its service offerings.

Nicolas Sudderth is a CFP® with five years of industry experience, currently serving as a financial advisor at Open Range Financial Group, LLC since 2021. Prior to joining Open Range, he worked at Edward Jones for one year and was employed at Clear Creek Golf Club for six years. In addition to his advisory role, he is involved in insurance product sales through an affiliated insurance agency. Open Range Financial Group provides comprehensive portfolio management, financial planning, and consulting services to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm offers discretionary portfolio management with tailored Investment Policy Statements and utilizes third-party platforms and sub-advisors to manage held-away retirement plan assets.