A complete list of active advisors currently associated with Oppna Wealth LLC

Warmer can help you find a great advisor at Oppna Wealth LLC or one who fits your needs even better.

Oppna Wealth provides discretionary asset management and related financial planning services to individual households, generally requiring a household minimum of $250,000. Financial planning topics that may be addressed as part of recommendations include wills, estate plans and trusts, investments, taxes, qualified plans, insurance, retirement income, Social Security, and college planning at no additional charge. The firm manages client portfolios under discretionary authority and performs quarterly reviews, monitoring portfolios for rebalancing and tax‑loss harvesting opportunities. Its investment methods include technical and cyclical analysis and charting, and strategies may include long‑term purchases, short‑term purchases, and trading; clients may impose written investment restrictions. Notably, the firm’s principal also operates a licensed insurance practice and spends about 10% of his time selling insurance products for which he may receive commissions, a disclosed conflict the firm says it mitigates through procedures and disclosures. The firm requires custody through Altruist, does not vote client proxies (clients receive and vote their own proxies), and focuses on households at or above its stated minimum rather than lower‑balance retail clients.

To learn more about the advisors currently working at Oppna Wealth LLC, 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
Derrick Hanson	Knoxville, TN	7

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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.

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